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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 | $12,650 | $167,353-92.4% | $143,797-91.2% | $134,545-90.6% |
| Participation rate | 76.5% | 84.8%-8.4pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -23.97% | 0.48%-24.4pp | -0.04%-23.9pp | 418.37%-442.3pp |
| Employer contribution / active EE | $1,466 | $5,620-73.9% | $4,952-70.4% | $4,742-69.1% |
| Participant deferral / active EE | $2,488 | $6,447-61.4% | $5,638-55.9% | $6,401-61.1% |
| Admin fee / account holder | $400 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |