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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 | $17,694 | $131,835-86.6% | $108,582-83.7% | $273,972-93.5% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.6%+10.9pp | 83.0%+7.5pp |
| Annual return | 1.87% | -91.57%+93.4pp | -51.70%+53.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $2,200 | $4,913-55.2% | $3,758-41.5% | $4,869-54.8% |
| Participant deferral / active EE | $3,429 | $5,127-33.1% | $4,311-20.5% | $5,287-35.2% |
| Admin fee / account holder | $514 | $10,253-95.0% | $7,645-93.3% | $10,133-94.9% |