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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 | $9,859 | $133,981-92.6% | $112,249-91.2% | $134,532-92.7% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -21.11% | 47.16%-68.3pp | 27.48%-48.6pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,391 | $4,040-65.6% | $3,636-61.8% | $4,741-70.7% |
| Participant deferral / active EE | $3,795 | $5,292-28.3% | $4,729-19.8% | $6,401-40.7% |
| Admin fee / account holder | $577 | $7,492-92.3% | $6,412-91.0% | $11,429-94.9% |