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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 | $8,325 | $135,956-93.9% | $123,894-93.3% | $273,972-97.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | -15.79% | 56.63%-72.4pp | 47.52%-63.3pp | 41.46%-57.2pp |
| Employer contribution / active EE | $1,533 | $5,170-70.3% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,372 | $9,817-55.5% | $8,357-47.7% | $10,133-56.8% |