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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 | $9,787 | $86,701-88.7% | $73,309-86.7% | $125,389-92.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 74.9%+15.6pp | 83.2%+7.3pp |
| Annual return | -6.10% | 2.78%-8.9pp | 5.67%-11.8pp | 282.24%-288.3pp |
| Employer contribution / active EE | $2,695 | $4,152-35.1% | $3,237-16.7% | $4,866-44.6% |
| Participant deferral / active EE | $3,815 | $5,549-31.2% | $4,991-23.6% | $5,352-28.7% |
| Admin fee / account holder | $474 | $7,768-93.9% | $5,635-91.6% | $9,541-95.0% |