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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 | $9,381 | $100,805-90.7% | $86,698-89.2% | $134,532-93.0% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -21.85% | 29.09%-50.9pp | 35.95%-57.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,426 | $3,490-59.2% | $2,837-49.7% | $4,741-69.9% |
| Participant deferral / active EE | $5,954 | $5,339+11.5% | $4,656+27.9% | $6,401-7.0% |
| Admin fee / account holder | $5,744 | $10,925-47.4% | $7,493-23.3% | $11,429-49.7% |