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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 | $11,554 | $142,409-91.9% | $119,634-90.3% | $134,545-91.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -28.73% | -12.46%-16.3pp | -14.98%-13.8pp | 418.37%-447.1pp |
| Employer contribution / active EE | $2,020 | $5,224-61.3% | $4,232-52.3% | $4,742-57.4% |
| Participant deferral / active EE | $4,988 | $6,468-22.9% | $5,601-11.0% | $6,401-22.1% |
| Admin fee / account holder | $529 | $13,594-96.1% | $10,329-94.9% | $11,431-95.4% |