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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 | $7,733 | $142,392-94.6% | $119,622-93.5% | $134,532-94.3% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -20.14% | -12.46%-7.7pp | -14.98%-5.2pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,966 | $5,224-43.2% | $4,232-29.9% | $4,741-37.4% |
| Participant deferral / active EE | $6,746 | $6,467+4.3% | $5,601+20.5% | $6,401+5.4% |
| Admin fee / account holder | $829 | $13,593-93.9% | $10,328-92.0% | $11,429-92.7% |