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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 | $8,466 | $95,915-91.2% | $79,580-89.4% | $134,532-93.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -23.84% | -2.71%-21.1pp | 0.15%-24.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,627 | $3,129-48.0% | $2,413-32.6% | $4,741-65.7% |
| Participant deferral / active EE | $3,115 | $4,693-33.6% | $3,985-21.8% | $6,401-51.3% |
| Admin fee / account holder | $323 | $9,132-96.5% | $6,835-95.3% | $11,429-97.2% |