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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 | $16,154 | $105,623-84.7% | $87,502-81.5% | $273,972-94.1% |
| Participation rate | 70.0% | 78.2%-8.2pp | 73.8%-3.8pp | 83.0%-13.0pp |
| Annual return | -26.11% | 12.26%-38.4pp | 12.21%-38.3pp | 41.46%-67.6pp |
| Employer contribution / active EE | $1,642 | $3,141-47.7% | $2,550-35.6% | $4,869-66.3% |
| Participant deferral / active EE | $2,225 | $3,601-38.2% | $3,149-29.3% | $5,287-57.9% |
| Admin fee / account holder | $4,819 | $4,781+0.8% | $4,221+14.2% | $10,133-52.4% |