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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 | $6,602 | $87,546-92.5% | $75,784-91.3% | $125,389-94.7% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -7.69% | 13.49%-21.2pp | 9.68%-17.4pp | 282.24%-289.9pp |
| Employer contribution / active EE | $3,418 | $3,930-13.0% | $3,323+2.9% | $4,866-29.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $331 | $6,503-94.9% | $5,300-93.7% | $9,541-96.5% |