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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 | $8,533 | $167,353-94.9% | $143,797-94.1% | $134,545-93.7% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -20.60% | 0.48%-21.1pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,689 | $5,620-70.0% | $4,952-65.9% | $4,742-64.4% |
| Participant deferral / active EE | $4,340 | $6,447-32.7% | $5,638-23.0% | $6,401-32.2% |
| Admin fee / account holder | $2,741 | $18,096-84.9% | $14,679-81.3% | $11,431-76.0% |