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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 | $8,568 | $217,432-96.1% | $185,851-95.4% | $167,553-94.9% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | -1.04% | 148.43%-149.5pp | 122.11%-123.1pp | 478.89%-479.9pp |
| Employer contribution / active EE | $2,609 | $5,874-55.6% | $5,168-49.5% | $4,840-46.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $827 | $19,820-95.8% | $16,245-94.9% | $12,316-93.3% |