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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 | $26,171 | $125,797-79.2% | $170,028-84.6% | $75,181-65.2% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | -12.69% | 27.20%-39.9pp | 53.39%-66.1pp | 160.69%-173.4pp |
| Employer contribution / active EE | $3,486 | $4,616-24.5% | $6,788-48.6% | $2,671+30.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,402 | $8,177-70.6% | $12,820-81.3% | $5,650-57.5% |