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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 | $18,553 | $215,361-91.4% | $171,082-89.2% | $273,972-93.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | -7.79% | 25.14%-32.9pp | 32.56%-40.3pp | 41.46%-49.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,097 | $5,543-62.2% | $4,797-56.3% | $5,287-60.3% |
| Admin fee / account holder | $2,623 | $10,846-75.8% | $8,520-69.2% | $10,133-74.1% |