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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 | $4,336 | $133,981-96.8% | $112,249-96.1% | $134,532-96.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -36.64% | 47.16%-83.8pp | 27.48%-64.1pp | 418.27%-454.9pp |
| Employer contribution / active EE | $1,794 | $4,040-55.6% | $3,636-50.7% | $4,741-62.2% |
| Participant deferral / active EE | $1,994 | $5,292-62.3% | $4,729-57.8% | $6,401-68.8% |
| Admin fee / account holder | $1,122 | $7,492-85.0% | $6,412-82.5% | $11,429-90.2% |