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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 | $21,634 | $110,083-80.3% | $151,639-85.7% | $68,486-68.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -20.24% | -10.12%-10.1pp | 3.34%-23.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,280 | $4,470-49.0% | $6,165-63.0% | $2,597-12.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $747 | $7,718-90.3% | $11,613-93.6% | $5,404-86.2% |