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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 | $9,331 | $99,345-90.6% | $84,753-89.0% | $273,972-96.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -4.84% | 22.93%-27.8pp | 22.78%-27.6pp | 41.46%-46.3pp |
| Employer contribution / active EE | $880 | $4,214-79.1% | $3,574-75.4% | $4,869-81.9% |
| Participant deferral / active EE | $4,500 | $4,270+5.4% | $3,712+21.2% | $5,287-14.9% |
| Admin fee / account holder | $7,717 | $6,645+16.1% | $5,333+44.7% | $10,133-23.8% |