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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 | $12,059 | $167,323-92.8% | $143,770-91.6% | $134,493-91.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -21.35% | 0.47%-21.8pp | -0.04%-21.3pp | 418.01%-439.4pp |
| Employer contribution / active EE | $1,523 | $5,619-72.9% | $4,951-69.2% | $4,740-67.9% |
| Participant deferral / active EE | $4,418 | $6,446-31.5% | $5,638-21.6% | $6,400-31.0% |
| Admin fee / account holder | $849 | $18,088-95.3% | $14,673-94.2% | $11,425-92.6% |