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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 | $7,652 | $175,600-95.6% | $129,110-94.1% | $134,509-94.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -30.42% | -11.39%-19.0pp | -10.94%-19.5pp | 418.13%-448.6pp |
| Employer contribution / active EE | $2,734 | $6,355-57.0% | $5,052-45.9% | $4,741-42.3% |
| Participant deferral / active EE | $4,892 | $7,975-38.7% | $6,542-25.2% | $6,400-23.6% |
| Admin fee / account holder | $669 | $23,567-97.2% | $14,302-95.3% | $11,427-94.1% |