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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 | $8,016 | $133,981-94.0% | $112,249-92.9% | $134,532-94.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -22.73% | 47.16%-69.9pp | 27.48%-50.2pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,198 | $4,040-70.4% | $3,636-67.1% | $4,741-74.7% |
| Participant deferral / active EE | $3,100 | $5,292-41.4% | $4,729-34.4% | $6,401-51.6% |
| Admin fee / account holder | $704 | $7,492-90.6% | $6,412-89.0% | $11,429-93.8% |