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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 | $15,081 | $90,745-83.4% | $130,231-88.4% | $75,181-79.9% |
| Participation rate | 97.4% | 71.1%+26.4pp | 76.3%+21.2pp | 67.2%+30.2pp |
| Annual return | -16.79% | 34.45%-51.2pp | 38.77%-55.6pp | 160.69%-177.5pp |
| Employer contribution / active EE | $2,410 | $3,314-27.3% | $4,126-41.6% | $2,671-9.7% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,582 | $6,331-27.6% | $6,020-23.9% | $5,650-18.9% |