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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 | $12,738 | $105,867-88.0% | $90,760-86.0% | $134,532-90.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -21.22% | -10.99%-10.2pp | -12.16%-9.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,573 | $3,464-54.6% | $2,922-46.2% | $4,741-66.8% |
| Participant deferral / active EE | $3,269 | $5,217-37.3% | $4,565-28.4% | $6,401-48.9% |
| Admin fee / account holder | $495 | $13,936-96.4% | $8,444-94.1% | $11,429-95.7% |