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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 | $8,888 | $90,467-90.2% | $93,759-90.5% | $134,532-93.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 81.0%-11.0pp | 81.2%-11.2pp |
| Annual return | -23.47% | -15.72%-7.8pp | -11.33%-12.1pp | 418.27%-441.7pp |
| Employer contribution / active EE | $2,212 | $4,345-49.1% | $4,324-48.8% | $4,741-53.3% |
| Participant deferral / active EE | $3,720 | $5,980-37.8% | $6,096-39.0% | $6,401-41.9% |
| Admin fee / account holder | $560 | $9,258-94.0% | $7,197-92.2% | $11,429-95.1% |