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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 | $9,608 | $92,219-89.6% | $76,767-87.5% | $135,380-92.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -9.33% | 5.46%-14.8pp | 2.43%-11.8pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,076 | $3,216-66.5% | $2,485-56.7% | $4,779-77.5% |
| Participant deferral / active EE | $1,799 | $4,508-60.1% | $3,852-53.3% | $5,609-67.9% |
| Admin fee / account holder | $964 | $10,749-91.0% | $6,675-85.6% | $10,828-91.1% |