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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 | $8,237 | $90,486-90.9% | $78,676-89.5% | $273,972-97.0% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | -3.65% | 75.62%-79.3pp | 62.19%-65.8pp | 41.46%-45.1pp |
| Employer contribution / active EE | $792 | $3,175-75.1% | $2,850-72.2% | $4,869-83.7% |
| Participant deferral / active EE | $1,674 | $3,901-57.1% | $3,517-52.4% | $5,287-68.3% |
| Admin fee / account holder | $332 | $5,263-93.7% | $4,510-92.6% | $10,133-96.7% |