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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 | $16,889 | $92,219-81.7% | $76,767-78.0% | $135,380-87.5% |
| Participation rate | 78.3% | 79.8%-1.5pp | 77.0%+1.3pp | 82.6%-4.4pp |
| Annual return | -10.62% | 5.46%-16.1pp | 2.43%-13.1pp | 519.81%-530.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,333 | $4,508-3.9% | $3,852+12.5% | $5,609-22.7% |
| Admin fee / account holder | $1,295 | $10,749-87.9% | $6,675-80.6% | $10,828-88.0% |