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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 | $11,157 | $167,353-93.3% | $143,797-92.2% | $134,545-91.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -31.73% | 0.48%-32.2pp | -0.04%-31.7pp | 418.37%-450.1pp |
| Employer contribution / active EE | $3,416 | $5,620-39.2% | $4,952-31.0% | $4,742-28.0% |
| Participant deferral / active EE | $6,606 | $6,447+2.5% | $5,638+17.2% | $6,401+3.2% |
| Admin fee / account holder | $1,354 | $18,096-92.5% | $14,679-90.8% | $11,431-88.2% |