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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 | $10,743 | $92,219-88.4% | $76,766-86.0% | $135,382-92.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -19.92% | 5.46%-25.4pp | 2.43%-22.3pp | 519.77%-539.7pp |
| Employer contribution / active EE | $2,247 | $3,216-30.1% | $2,485-9.6% | $4,779-53.0% |
| Participant deferral / active EE | $3,213 | $4,508-28.7% | $3,851-16.6% | $5,609-42.7% |
| Admin fee / account holder | $344 | $10,749-96.8% | $6,675-94.8% | $10,829-96.8% |