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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 | $4,559 | $135,956-96.6% | $123,894-96.3% | $273,972-98.3% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | -18.41% | 56.63%-75.0pp | 47.52%-65.9pp | 41.46%-59.9pp |
| Employer contribution / active EE | $1,310 | $5,170-74.7% | $4,617-71.6% | $4,869-73.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $996 | $9,817-89.9% | $8,357-88.1% | $10,133-90.2% |