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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 | $6,857 | $135,956-95.0% | $123,894-94.5% | $273,972-97.5% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | -16.31% | 56.63%-72.9pp | 47.52%-63.8pp | 41.46%-57.8pp |
| Employer contribution / active EE | $1,183 | $5,170-77.1% | $4,617-74.4% | $4,869-75.7% |
| Participant deferral / active EE | $3,099 | $6,343-51.1% | $5,984-48.2% | $5,287-41.4% |
| Admin fee / account holder | $792 | $9,817-91.9% | $8,357-90.5% | $10,133-92.2% |