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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 | $9,006 | $107,806-91.6% | $90,655-90.1% | $135,382-93.3% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.0%+16.9pp | 82.6%+8.3pp |
| Annual return | -9.97% | -0.90%-9.1pp | 1.89%-11.9pp | 519.77%-529.7pp |
| Employer contribution / active EE | $2,104 | $3,018-30.3% | $2,532-16.9% | $4,779-56.0% |
| Participant deferral / active EE | $2,589 | $3,872-33.1% | $3,425-24.4% | $5,609-53.8% |
| Admin fee / account holder | $2,278 | $5,931-61.6% | $4,994-54.4% | $10,829-79.0% |