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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 | $11,225 | $167,362-93.3% | $143,799-92.2% | $134,532-91.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -40.08% | 0.47%-40.6pp | -0.04%-40.0pp | 418.27%-458.3pp |
| Employer contribution / active EE | $3,128 | $5,620-44.3% | $4,952-36.8% | $4,741-34.0% |
| Participant deferral / active EE | $4,209 | $6,447-34.7% | $5,638-25.4% | $6,401-34.2% |
| Admin fee / account holder | $358 | $18,094-98.0% | $14,677-97.6% | $11,429-96.9% |