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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 | $6,716 | $176,838-96.2% | $146,685-95.4% | $167,518-96.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | -11.89% | 24.04%-35.9pp | 22.75%-34.6pp | 478.71%-490.6pp |
| Employer contribution / active EE | $1,301 | $5,161-74.8% | $4,137-68.6% | $4,838-73.1% |
| Participant deferral / active EE | $3,264 | $6,441-49.3% | $5,507-40.7% | $6,342-48.5% |
| Admin fee / account holder | $2,005 | $13,262-84.9% | $10,281-80.5% | $12,312-83.7% |