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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 | $11,421 | $127,387-91.0% | $115,038-90.1% | $125,389-90.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -103.64% | 31.28%-134.9pp | 26.14%-129.8pp | 282.24%-385.9pp |
| Employer contribution / active EE | $1,987 | $5,166-61.5% | $4,608-56.9% | $4,866-59.2% |
| Participant deferral / active EE | $7,502 | $6,423+16.8% | $6,026+24.5% | $5,352+40.2% |
| Admin fee / account holder | $495 | $9,516-94.8% | $8,175-93.9% | $9,541-94.8% |