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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 | $18,020 | $55,449-67.5% | $83,850-78.5% | $56,287-68.0% |
| Participation rate | 72.6% | 68.0%+4.6pp | 76.1%-3.6pp | 69.9%+2.7pp |
| Annual return | -9.94% | -1.38%-8.6pp | 850.92%-860.9pp | -9.96%0pp |
| Employer contribution / active EE | $1,375 | $2,430-43.4% | $3,631-62.1% | $2,111-34.9% |
| Participant deferral / active EE | $4,139 | $2,935+41.0% | $4,082+1.4% | $3,350+23.6% |
| Admin fee / account holder | $998 | $656+52.2% | $5,478-81.8% | $521+91.6% |