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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 | $9,876 | $118,877-91.7% | $96,570-89.8% | $167,536-94.1% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.8pp | 82.1%+4.6pp |
| Annual return | -0.51% | 50.50%-51.0pp | 37.79%-38.3pp | 478.82%-479.3pp |
| Employer contribution / active EE | $1,304 | $3,121-58.2% | $2,357-44.7% | $4,839-73.0% |
| Participant deferral / active EE | $2,870 | $4,617-37.8% | $3,849-25.4% | $6,342-54.7% |
| Admin fee / account holder | $304 | $8,069-96.2% | $6,182-95.1% | $12,315-97.5% |