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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 | $9,085 | $95,915-90.5% | $79,580-88.6% | $134,532-93.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.04% | -2.71%-19.3pp | 0.15%-22.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,657 | $3,129-47.0% | $2,413-31.3% | $4,741-65.1% |
| Participant deferral / active EE | $3,647 | $4,693-22.3% | $3,985-8.5% | $6,401-43.0% |
| Admin fee / account holder | $777 | $9,132-91.5% | $6,835-88.6% | $11,429-93.2% |