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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 | $9,431 | $49,177-80.8% | $79,466-88.1% | $64,173-85.3% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.6%+12.6pp |
| Annual return | -15.58% | -1.16%-14.4pp | 718.28%-733.9pp | 7.63%-23.2pp |
| Employer contribution / active EE | $3,090 | $2,076+48.8% | $2,800+10.4% | $2,381+29.8% |
| Participant deferral / active EE | $9,915 | $2,821+251.4% | $3,704+167.7% | $3,470+185.8% |
| Admin fee / account holder | $794 | $3,839-79.3% | $5,104-84.4% | $4,887-83.7% |