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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 | $5,072 | $138,072-96.3% | $123,549-95.9% | $135,382-96.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -10.05% | 153.69%-163.7pp | 119.20%-129.3pp | 519.77%-529.8pp |
| Employer contribution / active EE | $1,544 | $5,152-70.0% | $4,628-66.6% | $4,779-67.7% |
| Participant deferral / active EE | $2,453 | $6,799-63.9% | $6,426-61.8% | $5,609-56.3% |
| Admin fee / account holder | $907 | $10,917-91.7% | $9,284-90.2% | $10,829-91.6% |