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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 | $3,660 | $180,459-98.0% | $154,108-97.6% | $135,380-97.3% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -25.10% | 888.21%-913.3pp | 735.21%-760.3pp | 519.81%-544.9pp |
| Employer contribution / active EE | $1,699 | $6,035-71.9% | $5,298-67.9% | $4,779-64.5% |
| Participant deferral / active EE | $2,204 | $5,806-62.0% | $5,081-56.6% | $5,609-60.7% |
| Admin fee / account holder | $2,446 | $16,145-84.9% | $13,411-81.8% | $10,828-77.4% |