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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 | $24,309 | $72,404-66.4% | $110,243-78.0% | $64,173-62.1% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | -9.09% | -6.29%-2.8pp | 314.76%-323.8pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,882 | $2,282-17.5% | $3,827-50.8% | $2,381-20.9% |
| Participant deferral / active EE | $1,810 | $3,469-47.8% | $4,672-61.3% | $3,470-47.8% |
| Admin fee / account holder | $969 | $5,664-82.9% | $8,548-88.7% | $4,887-80.2% |