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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 | $3,253 | $181,062-98.2% | $158,223-97.9% | $155,188-97.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -56.83% | 57.39%-114.2pp | 52.09%-108.9pp | 148.84%-205.7pp |
| Employer contribution / active EE | $1,225 | $4,565-73.2% | $4,109-70.2% | $4,248-71.2% |
| Participant deferral / active EE | $3,237 | $6,134-47.2% | $5,467-40.8% | $6,531-50.4% |
| Admin fee / account holder | $463 | $18,825-97.5% | $16,047-97.1% | $14,480-96.8% |