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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 | $21,715 | $91,537-76.3% | $130,045-83.3% | $75,173-71.1% |
| Participation rate | 77.4% | 71.5%+6.0pp | 78.5%-1.1pp | 67.2%+10.2pp |
| Annual return | 3.01% | -631.55%+634.6pp | -137.30%+140.3pp | 160.72%-157.7pp |
| Employer contribution / active EE | $816 | $2,845-71.3% | $4,321-81.1% | $2,671-69.5% |
| Participant deferral / active EE | $3,113 | $4,343-28.3% | $5,820-46.5% | $4,126-24.6% |
| Admin fee / account holder | $671 | $6,780-90.1% | $10,600-93.7% | $5,651-88.1% |