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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 | $15,588 | $127,387-87.8% | $115,038-86.4% | $125,389-87.6% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -17.75% | 31.28%-49.0pp | 26.14%-43.9pp | 282.24%-300.0pp |
| Employer contribution / active EE | $1,963 | $5,166-62.0% | $4,608-57.4% | $4,866-59.7% |
| Participant deferral / active EE | $4,017 | $6,423-37.5% | $6,026-33.3% | $5,352-24.9% |
| Admin fee / account holder | $1,613 | $9,516-83.0% | $8,175-80.3% | $9,541-83.1% |