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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 | $10,979 | $167,352-93.4% | $143,788-92.4% | $134,509-91.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -23.23% | 0.47%-23.7pp | -0.03%-23.2pp | 418.13%-441.4pp |
| Employer contribution / active EE | $1,323 | $5,620-76.5% | $4,952-73.3% | $4,741-72.1% |
| Participant deferral / active EE | $4,235 | $6,447-34.3% | $5,638-24.9% | $6,400-33.8% |
| Admin fee / account holder | $383 | $18,091-97.9% | $14,675-97.4% | $11,427-96.6% |