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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 | $7,641 | $110,410-93.1% | $102,437-92.5% | $145,897-94.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | -2.04% | 24.85%-26.9pp | 24.95%-27.0pp | 552.29%-554.3pp |
| Employer contribution / active EE | $930 | $4,217-77.9% | $3,871-76.0% | $4,663-80.0% |
| Participant deferral / active EE | $3,901 | $5,622-30.6% | $5,060-22.9% | $6,689-41.7% |
| Admin fee / account holder | $998 | $9,745-89.8% | $8,388-88.1% | $13,390-92.5% |