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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 | $6,926 | $157,276-95.6% | $141,177-95.1% | $152,885-95.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | -54.00% | 64.33%-118.3pp | 71.40%-125.4pp | 345.39%-399.4pp |
| Employer contribution / active EE | $1,148 | $5,262-78.2% | $4,736-75.8% | $4,763-75.9% |
| Participant deferral / active EE | $4,888 | $7,110-31.3% | $6,710-27.2% | $5,851-16.5% |
| Admin fee / account holder | $1,228 | $12,123-89.9% | $10,263-88.0% | $11,598-89.4% |