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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 | $15,665 | $167,362-90.6% | $143,799-89.1% | $134,532-88.4% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -26.14% | 0.47%-26.6pp | -0.04%-26.1pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,668 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $2,472 | $6,447-61.7% | $5,638-56.2% | $6,401-61.4% |
| Admin fee / account holder | $1,028 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |