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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 | $10,047 | $95,915-89.5% | $79,580-87.4% | $134,532-92.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | -24.74% | -2.71%-22.0pp | 0.15%-24.9pp | 418.27%-443.0pp |
| Employer contribution / active EE | $2,883 | $3,129-7.9% | $2,413+19.5% | $4,741-39.2% |
| Participant deferral / active EE | $4,427 | $4,693-5.7% | $3,985+11.1% | $6,401-30.8% |
| Admin fee / account holder | $1,003 | $9,132-89.0% | $6,835-85.3% | $11,429-91.2% |