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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 | $9,362 | $92,219-89.8% | $76,766-87.8% | $135,382-93.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -15.60% | 5.46%-21.1pp | 2.43%-18.0pp | 519.77%-535.4pp |
| Employer contribution / active EE | $2,041 | $3,216-36.5% | $2,485-17.9% | $4,779-57.3% |
| Participant deferral / active EE | $2,676 | $4,508-40.6% | $3,851-30.5% | $5,609-52.3% |
| Admin fee / account holder | $458 | $10,749-95.7% | $6,675-93.1% | $10,829-95.8% |