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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 | $7,498 | $100,805-92.6% | $86,698-91.4% | $134,532-94.4% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -23.50% | 29.09%-52.6pp | 35.95%-59.4pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,287 | $3,490-63.1% | $2,837-54.6% | $4,741-72.9% |
| Participant deferral / active EE | $3,088 | $5,339-42.2% | $4,656-33.7% | $6,401-51.8% |
| Admin fee / account holder | $374 | $10,925-96.6% | $7,493-95.0% | $11,429-96.7% |