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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 | $21,509 | $181,896-88.2% | $156,551-86.3% | $273,972-92.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | -1.40% | 30.74%-32.1pp | 32.23%-33.6pp | 41.46%-42.9pp |
| Employer contribution / active EE | $2,008 | $6,248-67.9% | $5,501-63.5% | $4,869-58.8% |
| Participant deferral / active EE | $3,662 | $5,550-34.0% | $4,871-24.8% | $5,287-30.7% |
| Admin fee / account holder | $37,214 | $15,560+139.2% | $13,028+185.6% | $10,133+267.3% |