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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 | $18,257 | $56,197-67.5% | $67,652-73.0% | $59,633-69.4% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -2.38% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,048 | $1,615-35.1% | $2,266-53.7% | $2,203-52.4% |
| Participant deferral / active EE | $1,942 | $2,844-31.7% | $3,560-45.5% | $3,192-39.2% |
| Admin fee / account holder | $1,666 | $3,958-57.9% | $4,821-65.4% | $4,297-61.2% |