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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 | $8,421 | $142,392-94.1% | $119,622-93.0% | $134,532-93.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -22.79% | -12.46%-10.3pp | -14.98%-7.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,386 | $5,224-73.5% | $4,232-67.3% | $4,741-70.8% |
| Participant deferral / active EE | $2,564 | $6,467-60.4% | $5,601-54.2% | $6,401-59.9% |
| Admin fee / account holder | $402 | $13,593-97.0% | $10,328-96.1% | $11,429-96.5% |