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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 | $34,627 | $91,760-62.3% | $156,181-77.8% | $67,986-49.1% |
| Participation rate | 80.6% | 65.0%+15.5pp | 78.8%+1.7pp | 57.2%+23.3pp |
| Annual return | -61.52% | 18.14%-79.7pp | 64.87%-126.4pp | 31.67%-93.2pp |
| Employer contribution / active EE | $2,002 | $2,419-17.3% | $4,294-53.4% | $2,019-0.8% |
| Participant deferral / active EE | $3,430 | $3,960-13.4% | $6,132-44.1% | $3,358+2.1% |
| Admin fee / account holder | $52,004 | $3,949+1217.1% | $14,586+256.5% | $3,203+1523.5% |