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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 | $4,577 | $95,915-95.2% | $79,580-94.2% | $134,532-96.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -26.16% | -2.71%-23.4pp | 0.15%-26.3pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,542 | $3,129-50.7% | $2,413-36.1% | $4,741-67.5% |
| Participant deferral / active EE | $5,129 | $4,693+9.3% | $3,985+28.7% | $6,401-19.9% |
| Admin fee / account holder | $366 | $9,132-96.0% | $6,835-94.6% | $11,429-96.8% |