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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 | $21,555 | $135,956-84.1% | $123,894-82.6% | $273,972-92.1% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | -3.47% | 56.63%-60.1pp | 47.52%-51.0pp | 41.46%-44.9pp |
| Employer contribution / active EE | $1,354 | $5,170-73.8% | $4,617-70.7% | $4,869-72.2% |
| Participant deferral / active EE | $2,674 | $6,343-57.8% | $5,984-55.3% | $5,287-49.4% |
| Admin fee / account holder | $5,848 | $9,817-40.4% | $8,357-30.0% | $10,133-42.3% |