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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 | $13,111 | $87,733-85.1% | $106,554-87.7% | $85,851-84.7% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.3pp |
| Annual return | -5.07% | 21.86%-26.9pp | 26.80%-31.9pp | 318.63%-323.7pp |
| Employer contribution / active EE | $1,539 | $2,073-25.8% | $2,819-45.4% | $2,565-40.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,041 | $6,767-84.6% | $7,408-86.0% | $6,261-83.4% |