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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 | $8,262 | $113,941-92.7% | $94,229-91.2% | $125,389-93.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -11.30% | 5.29%-16.6pp | 10.68%-22.0pp | 282.24%-293.5pp |
| Employer contribution / active EE | $2,355 | $4,727-50.2% | $3,587-34.3% | $4,866-51.6% |
| Participant deferral / active EE | $3,911 | $5,179-24.5% | $4,320-9.5% | $5,352-26.9% |
| Admin fee / account holder | $461 | $8,392-94.5% | $6,269-92.6% | $9,541-95.2% |