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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 | $12,040 | $140,592-91.4% | $123,105-90.2% | $125,389-90.4% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -3.69% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,979 | $6,041-67.2% | $5,151-61.6% | $4,866-59.3% |
| Participant deferral / active EE | $2,539 | $6,980-63.6% | $6,229-59.2% | $5,352-52.6% |
| Admin fee / account holder | $656 | $11,198-94.1% | $9,014-92.7% | $9,541-93.1% |