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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 | $12,820 | $167,362-92.3% | $143,799-91.1% | $134,532-90.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.37% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,251 | $5,620-77.8% | $4,952-74.7% | $4,741-73.6% |
| Participant deferral / active EE | $6,178 | $6,447-4.2% | $5,638+9.6% | $6,401-3.5% |
| Admin fee / account holder | $731 | $18,094-96.0% | $14,677-95.0% | $11,429-93.6% |