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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 | $8,374 | $54,370-84.6% | $82,763-89.9% | $68,490-87.8% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -20.59% | -13.67%-6.9pp | 702.45%-723.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,546 | $2,219-30.3% | $3,008-48.6% | $2,597-40.5% |
| Participant deferral / active EE | $2,726 | $3,247-16.1% | $4,395-38.0% | $4,028-32.3% |
| Admin fee / account holder | $1,392 | $4,398-68.4% | $5,325-73.9% | $5,403-74.2% |