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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 | $4,616 | $167,353-97.2% | $143,797-96.8% | $134,545-96.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -22.72% | 0.48%-23.2pp | -0.04%-22.7pp | 418.37%-441.1pp |
| Employer contribution / active EE | $2,040 | $5,620-63.7% | $4,952-58.8% | $4,742-57.0% |
| Participant deferral / active EE | $2,237 | $6,447-65.3% | $5,638-60.3% | $6,401-65.1% |
| Admin fee / account holder | $991 | $18,096-94.5% | $14,679-93.3% | $11,431-91.3% |