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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 | $10,625 | $167,352-93.7% | $143,788-92.6% | $134,509-92.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -79.48% | 0.47%-80.0pp | -0.03%-79.4pp | 418.13%-497.6pp |
| Employer contribution / active EE | $2,722 | $5,620-51.6% | $4,952-45.0% | $4,741-42.6% |
| Participant deferral / active EE | $6,874 | $6,447+6.6% | $5,638+21.9% | $6,400+7.4% |
| Admin fee / account holder | $3,154 | $18,091-82.6% | $14,675-78.5% | $11,427-72.4% |