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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 | $12,563 | $167,352-92.5% | $143,788-91.3% | $134,509-90.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -28.14% | 0.47%-28.6pp | -0.03%-28.1pp | 418.13%-446.3pp |
| Employer contribution / active EE | $3,352 | $5,620-40.3% | $4,952-32.3% | $4,741-29.3% |
| Participant deferral / active EE | $9,555 | $6,447+48.2% | $5,638+69.5% | $6,400+49.3% |
| Admin fee / account holder | $1,848 | $18,091-89.8% | $14,675-87.4% | $11,427-83.8% |