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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 | $18,103 | $167,362-89.2% | $143,799-87.4% | $134,532-86.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -36.73% | 0.47%-37.2pp | -0.04%-36.7pp | 418.27%-455.0pp |
| Employer contribution / active EE | $2,074 | $5,620-63.1% | $4,952-58.1% | $4,741-56.3% |
| Participant deferral / active EE | $4,470 | $6,447-30.7% | $5,638-20.7% | $6,401-30.2% |
| Admin fee / account holder | $380 | $18,094-97.9% | $14,677-97.4% | $11,429-96.7% |