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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 | $3,274 | $77,816-95.8% | $123,552-97.4% | $64,173-94.9% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -104.11% | 12.49%-116.6pp | 119.20%-223.3pp | 7.63%-111.7pp |
| Employer contribution / active EE | $4,016 | $3,014+33.2% | $4,628-13.2% | $2,381+68.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,502 | $5,519-72.8% | $9,285-83.8% | $4,887-69.3% |