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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 | $3,195 | $54,355-94.1% | $82,744-96.1% | $68,486-95.3% |
| Participation rate | 82.9% | 63.9%+18.9pp | 72.6%+10.3pp | 67.9%+15.0pp |
| Annual return | -22.74% | -13.67%-9.1pp | 702.22%-725.0pp | -7.85%-14.9pp |
| Employer contribution / active EE | $991 | $2,219-55.3% | $3,008-67.1% | $2,597-61.8% |
| Participant deferral / active EE | $1,078 | $3,246-66.8% | $4,395-75.5% | $4,028-73.2% |
| Admin fee / account holder | $322 | $4,397-92.7% | $5,325-94.0% | $5,404-94.1% |