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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 | $13,736 | $129,959-89.4% | $104,301-86.8% | $134,532-89.8% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -22.96% | 42.04%-65.0pp | 24.61%-47.6pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,071 | $4,185-74.4% | $3,373-68.3% | $4,741-77.4% |
| Participant deferral / active EE | $4,429 | $5,589-20.8% | $4,626-4.3% | $6,401-30.8% |
| Admin fee / account holder | $809 | $9,325-91.3% | $7,340-89.0% | $11,429-92.9% |