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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 | $6,195 | $167,353-96.3% | $143,797-95.7% | $134,545-95.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -32.39% | 0.48%-32.9pp | -0.04%-32.3pp | 418.37%-450.8pp |
| Employer contribution / active EE | $3,018 | $5,620-46.3% | $4,952-39.1% | $4,742-36.4% |
| Participant deferral / active EE | $5,523 | $6,447-14.3% | $5,638-2.1% | $6,401-13.7% |
| Admin fee / account holder | $440 | $18,096-97.6% | $14,679-97.0% | $11,431-96.2% |