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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 | $8,269 | $95,915-91.4% | $79,580-89.6% | $134,532-93.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -29.81% | -2.71%-27.1pp | 0.15%-30.0pp | 418.27%-448.1pp |
| Employer contribution / active EE | $614 | $3,129-80.4% | $2,413-74.5% | $4,741-87.0% |
| Participant deferral / active EE | $2,476 | $4,693-47.2% | $3,985-37.9% | $6,401-61.3% |
| Admin fee / account holder | $810 | $9,132-91.1% | $6,835-88.2% | $11,429-92.9% |