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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 | $9,043 | $95,193-90.5% | $76,523-88.2% | $135,382-93.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -18.94% | 4.85%-23.8pp | -0.27%-18.7pp | 519.77%-538.7pp |
| Employer contribution / active EE | $961 | $3,302-70.9% | $2,647-63.7% | $4,779-79.9% |
| Participant deferral / active EE | $970 | $4,639-79.1% | $3,835-74.7% | $5,609-82.7% |
| Admin fee / account holder | $565 | $6,249-91.0% | $4,848-88.3% | $10,829-94.8% |