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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 | $167,323-93.3% | $143,770-92.2% | $134,493-91.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -31.73% | 0.47%-32.2pp | -0.04%-31.7pp | 418.01%-449.7pp |
| Employer contribution / active EE | $3,416 | $5,619-39.2% | $4,951-31.0% | $4,740-27.9% |
| Participant deferral / active EE | $6,606 | $6,446+2.5% | $5,638+17.2% | $6,400+3.2% |
| Admin fee / account holder | $1,354 | $18,088-92.5% | $14,673-90.8% | $11,425-88.1% |