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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 | $7,415 | $105,866-93.0% | $90,766-91.8% | $134,545-94.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -24.38% | -10.99%-13.4pp | -12.16%-12.2pp | 418.37%-442.7pp |
| Employer contribution / active EE | $951 | $3,464-72.5% | $2,922-67.4% | $4,742-79.9% |
| Participant deferral / active EE | $2,730 | $5,217-47.7% | $4,565-40.2% | $6,401-57.4% |
| Admin fee / account holder | $338 | $13,938-97.6% | $8,446-96.0% | $11,431-97.0% |