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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 | $9,729 | $127,387-92.4% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -19.89% | 31.28%-51.2pp | 26.14%-46.0pp | 282.24%-302.1pp |
| Employer contribution / active EE | $1,765 | $5,166-65.8% | $4,608-61.7% | $4,866-63.7% |
| Participant deferral / active EE | $5,923 | $6,423-7.8% | $6,026-1.7% | $5,352+10.7% |
| Admin fee / account holder | $448 | $9,516-95.3% | $8,175-94.5% | $9,541-95.3% |