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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 | $9,929 | $56,199-82.3% | $67,652-85.3% | $59,632-83.3% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | -3.06% | 18505.31%-18508.4pp | 6625.04%-6628.1pp | 2041.32%-2044.4pp |
| Employer contribution / active EE | $1,536 | $1,614-4.9% | $2,266-32.2% | $2,203-30.3% |
| Participant deferral / active EE | $3,511 | $2,844+23.5% | $3,560-1.4% | $3,192+10.0% |
| Admin fee / account holder | $833 | $3,958-79.0% | $4,821-82.7% | $4,297-80.6% |