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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 | $6,650 | $134,001-95.0% | $112,258-94.1% | $134,509-95.1% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -27.26% | 47.15%-74.4pp | 27.47%-54.7pp | 418.13%-445.4pp |
| Employer contribution / active EE | $1,254 | $4,039-69.0% | $3,636-65.5% | $4,741-73.6% |
| Participant deferral / active EE | $2,932 | $5,291-44.6% | $4,728-38.0% | $6,400-54.2% |
| Admin fee / account holder | $675 | $7,491-91.0% | $6,411-89.5% | $11,427-94.1% |