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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 | $4,505 | $211,105-97.9% | $178,449-97.5% | $145,978-96.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | -28.59% | 30.19%-58.8pp | 27.09%-55.7pp | 550.52%-579.1pp |
| Employer contribution / active EE | $1,590 | $4,569-65.2% | $3,951-59.7% | $4,662-65.9% |
| Participant deferral / active EE | $1,763 | $6,959-74.7% | $6,277-71.9% | $6,690-73.6% |
| Admin fee / account holder | $812 | $12,017-93.2% | $10,362-92.2% | $13,400-93.9% |