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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 | $9,209 | $208,088-95.6% | $186,193-95.1% | $154,746-94.0% |
| Participation rate | 95.0% | 80.0%+15.0pp | 77.1%+17.9pp | 80.7%+14.3pp |
| Annual return | -6.03% | 89.97%-96.0pp | 78.03%-84.1pp | 172.34%-178.4pp |
| Employer contribution / active EE | $1,501 | $4,340-65.4% | $3,918-61.7% | $4,379-65.7% |
| Participant deferral / active EE | $3,477 | $7,078-50.9% | $6,513-46.6% | $6,730-48.3% |
| Admin fee / account holder | $875 | $11,698-92.5% | $11,058-92.1% | $14,365-93.9% |