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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 | $9,944 | $92,219-89.2% | $76,768-87.0% | $135,379-92.7% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -36.52% | 5.46%-42.0pp | 2.43%-39.0pp | 519.79%-556.3pp |
| Employer contribution / active EE | $832 | $3,216-74.1% | $2,485-66.5% | $4,779-82.6% |
| Participant deferral / active EE | $7,327 | $4,508+62.5% | $3,852+90.2% | $5,609+30.6% |
| Admin fee / account holder | $413 | $10,749-96.2% | $6,675-93.8% | $10,828-96.2% |