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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 | $6,336 | $167,353-96.2% | $143,797-95.6% | $134,545-95.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -24.19% | 0.48%-24.7pp | -0.04%-24.2pp | 418.37%-442.6pp |
| Employer contribution / active EE | $2,003 | $5,620-64.4% | $4,952-59.5% | $4,742-57.7% |
| Participant deferral / active EE | $4,140 | $6,447-35.8% | $5,638-26.6% | $6,401-35.3% |
| Admin fee / account holder | $890 | $18,096-95.1% | $14,679-93.9% | $11,431-92.2% |