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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 | $1,272 | $111,814-98.9% | $103,378-98.8% | $145,978-99.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -28.61% | 24.80%-53.4pp | 24.91%-53.5pp | 550.52%-579.1pp |
| Employer contribution / active EE | $1,243 | $4,215-70.5% | $3,870-67.9% | $4,662-73.3% |
| Participant deferral / active EE | $1,654 | $5,618-70.6% | $5,058-67.3% | $6,690-75.3% |
| Admin fee / account holder | $3,936 | $9,764-59.7% | $8,401-53.1% | $13,400-70.6% |