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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 | $3,854 | $167,362-97.7% | $143,799-97.3% | $134,532-97.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -23.88% | 0.47%-24.4pp | -0.04%-23.8pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,191 | $5,620-78.8% | $4,952-76.0% | $4,741-74.9% |
| Participant deferral / active EE | $2,322 | $6,447-64.0% | $5,638-58.8% | $6,401-63.7% |
| Admin fee / account holder | $1,437 | $18,094-92.1% | $14,677-90.2% | $11,429-87.4% |