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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 | $9,290 | $133,998-93.1% | $112,263-91.7% | $134,545-93.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -20.64% | 47.17%-67.8pp | 27.49%-48.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,668 | $4,040-58.7% | $3,636-54.1% | $4,742-64.8% |
| Participant deferral / active EE | $2,896 | $5,292-45.3% | $4,729-38.8% | $6,401-54.8% |
| Admin fee / account holder | $838 | $7,493-88.8% | $6,410-86.9% | $11,431-92.7% |