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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 | $11,412 | $93,346-87.8% | $71,796-84.1% | $273,972-95.8% |
| Participation rate | 70.8% | 76.5%-5.7pp | 69.1%+1.7pp | 83.0%-12.2pp |
| Annual return | -1.32% | 130.39%-131.7pp | 78.04%-79.4pp | 41.46%-42.8pp |
| Employer contribution / active EE | $1,284 | $2,733-53.0% | $1,924-33.3% | $4,869-73.6% |
| Participant deferral / active EE | $1,526 | $3,475-56.1% | $2,794-45.4% | $5,287-71.1% |
| Admin fee / account holder | $802 | $6,571-87.8% | $4,815-83.3% | $10,133-92.1% |