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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 | $16,582 | $99,032-83.3% | $80,022-79.3% | $135,379-87.8% |
| Participation rate | 73.9% | 78.4%-4.4pp | 75.8%-1.9pp | 82.6%-8.7pp |
| Annual return | -13.05% | 15.39%-28.4pp | 11.22%-24.3pp | 519.79%-532.8pp |
| Employer contribution / active EE | $1,729 | $3,043-43.2% | $2,468-29.9% | $4,779-63.8% |
| Participant deferral / active EE | $3,983 | $4,282-7.0% | $3,686+8.1% | $5,609-29.0% |
| Admin fee / account holder | $1,037 | $10,436-90.1% | $6,521-84.1% | $10,828-90.4% |