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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 | $9,269 | $127,387-92.7% | $115,038-91.9% | $125,389-92.6% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -10.34% | 31.28%-41.6pp | 26.14%-36.5pp | 282.24%-292.6pp |
| Employer contribution / active EE | $1,141 | $5,166-77.9% | $4,608-75.2% | $4,866-76.6% |
| Participant deferral / active EE | $2,268 | $6,423-64.7% | $6,026-62.4% | $5,352-57.6% |
| Admin fee / account holder | $388 | $9,516-95.9% | $8,175-95.3% | $9,541-95.9% |