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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 | $9,159 | $167,352-94.5% | $143,788-93.6% | $134,509-93.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -20.51% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,353 | $5,620-75.9% | $4,952-72.7% | $4,741-71.5% |
| Participant deferral / active EE | $2,785 | $6,447-56.8% | $5,638-50.6% | $6,400-56.5% |
| Admin fee / account holder | $2,240 | $18,091-87.6% | $14,675-84.7% | $11,427-80.4% |