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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 | $23,232 | $80,992-71.3% | $96,534-75.9% | $75,173-69.1% |
| Participation rate | 95.2% | 71.8%+23.5pp | 76.0%+19.3pp | 67.2%+28.0pp |
| Annual return | -13.74% | 27.05%-40.8pp | 25.88%-39.6pp | 160.72%-174.5pp |
| Employer contribution / active EE | $3,095 | $2,283+35.6% | $2,965+4.4% | $2,671+15.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,827 | $6,717-72.8% | $8,253-77.9% | $5,651-67.7% |