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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 | $20,133 | $71,873-72.0% | $86,698-76.8% | $68,490-70.6% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -44.61% | 3.54%-48.2pp | 35.96%-80.6pp | -7.85%-36.8pp |
| Employer contribution / active EE | $5,518 | $2,173+153.9% | $2,837+94.5% | $2,597+112.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $709 | $6,110-88.4% | $7,492-90.5% | $5,403-86.9% |