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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 | $6,279 | $105,867-94.1% | $90,760-93.1% | $134,532-95.3% |
| Participation rate | 78.3% | 78.3%0pp | 75.7%+2.6pp | 81.2%-3.0pp |
| Annual return | -27.62% | -10.99%-16.6pp | -12.16%-15.5pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,265 | $3,464-63.5% | $2,922-56.7% | $4,741-73.3% |
| Participant deferral / active EE | $2,546 | $5,217-51.2% | $4,565-44.2% | $6,401-60.2% |
| Admin fee / account holder | $301 | $13,936-97.8% | $8,444-96.4% | $11,429-97.4% |