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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 | $19,121 | $73,940-74.1% | $96,496-80.2% | $75,173-74.6% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | -11.55% | 26.71%-38.3pp | 35.70%-47.3pp | 160.65%-172.2pp |
| Employer contribution / active EE | $3,752 | $2,929+28.1% | $3,738+0.4% | $2,670+40.5% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,701 | $5,216-67.4% | $6,731-74.7% | $5,651-69.9% |