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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 | $9,192 | $111,814-91.8% | $103,378-91.1% | $145,978-93.7% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | -2.24% | 24.80%-27.0pp | 24.91%-27.2pp | 550.52%-552.8pp |
| Employer contribution / active EE | $2,105 | $4,215-50.1% | $3,870-45.6% | $4,662-54.9% |
| Participant deferral / active EE | $3,097 | $5,618-44.9% | $5,058-38.8% | $6,690-53.7% |
| Admin fee / account holder | $1,112 | $9,764-88.6% | $8,401-86.8% | $13,400-91.7% |