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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $936 | $82,314-98.9% | $68,808-98.6% | $134,532-99.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -62.68% | -2.18%-60.5pp | -6.37%-56.3pp | 418.27%-480.9pp |
| Employer contribution / active EE | $1,024 | $3,301-69.0% | $2,656-61.4% | $4,741-78.4% |
| Participant deferral / active EE | $1,330 | $4,740-71.9% | $3,942-66.3% | $6,401-79.2% |
| Admin fee / account holder | $1,548 | $6,484-76.1% | $4,936-68.6% | $11,429-86.5% |