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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 | $8,430 | $142,392-94.1% | $119,622-93.0% | $134,532-93.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.30% | -12.46%-7.8pp | -14.98%-5.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,439 | $5,224-72.4% | $4,232-66.0% | $4,741-69.6% |
| Participant deferral / active EE | $1,971 | $6,467-69.5% | $5,601-64.8% | $6,401-69.2% |
| Admin fee / account holder | $626 | $13,593-95.4% | $10,328-93.9% | $11,429-94.5% |