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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 | $17,771 | $76,912-76.9% | $129,118-86.2% | $68,490-74.1% |
| Participation rate | 79.0% | 69.1%+9.9pp | 77.2%+1.8pp | 67.9%+11.1pp |
| Annual return | -20.69% | -9.78%-10.9pp | -10.94%-9.7pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,028 | $4,732-14.9% | $6,539-38.4% | $4,0280% |
| Admin fee / account holder | $643 | $6,638-90.3% | $14,305-95.5% | $5,403-88.1% |