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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 | $7,997 | $167,352-95.2% | $143,788-94.4% | $134,509-94.1% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -31.19% | 0.47%-31.7pp | -0.03%-31.2pp | 418.13%-449.3pp |
| Employer contribution / active EE | $1,788 | $5,620-68.2% | $4,952-63.9% | $4,741-62.3% |
| Participant deferral / active EE | $4,195 | $6,447-34.9% | $5,638-25.6% | $6,400-34.5% |
| Admin fee / account holder | $1,679 | $18,091-90.7% | $14,675-88.6% | $11,427-85.3% |