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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 | $25,121 | $101,795-75.3% | $165,100-84.8% | $80,959-69.0% |
| Participation rate | 79.5% | 71.8%+7.6pp | 78.6%+0.8pp | 67.7%+11.8pp |
| Annual return | -55.79% | 16.73%-72.5pp | 70.21%-126.0pp | 35.67%-91.5pp |
| Employer contribution / active EE | $1,532 | $2,954-48.1% | $4,348-64.8% | $2,757-44.4% |
| Participant deferral / active EE | $3,193 | $4,476-28.7% | $6,035-47.1% | $4,300-25.8% |
| Admin fee / account holder | $682 | $8,221-91.7% | $12,696-94.6% | $6,925-90.2% |