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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 | $174,379-98.1% | $152,093-97.9% | $138,895-97.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -56.83% | 74.86%-131.7pp | 66.36%-123.2pp | 145.39%-202.2pp |
| Employer contribution / active EE | $1,225 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $3,237 | $6,159-47.4% | $5,451-40.6% | $6,396-49.4% |
| Admin fee / account holder | $463 | $16,880-97.3% | $14,497-96.8% | $12,562-96.3% |