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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 | $20,135 | $87,132-76.9% | $105,624-80.9% | $80,959-75.1% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.7%+28.9pp |
| Annual return | -14.55% | 17.03%-31.6pp | 116.20%-130.8pp | 35.67%-50.2pp |
| Employer contribution / active EE | $2,980 | $2,397+24.3% | $3,168-5.9% | $2,757+8.1% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,217 | $8,449-73.8% | $10,961-79.8% | $6,925-68.0% |