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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 | $9,643 | $167,353-94.2% | $143,797-93.3% | $134,545-92.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -34.88% | 0.48%-35.4pp | -0.04%-34.8pp | 418.37%-453.2pp |
| Employer contribution / active EE | $1,420 | $5,620-74.7% | $4,952-71.3% | $4,742-70.0% |
| Participant deferral / active EE | $4,710 | $6,447-26.9% | $5,638-16.5% | $6,401-26.4% |
| Admin fee / account holder | $826 | $18,096-95.4% | $14,679-94.4% | $11,431-92.8% |