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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 | $13,674 | $100,805-86.4% | $86,698-84.2% | $134,532-89.8% |
| Participation rate | 73.7% | 79.0%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -24.87% | 29.09%-54.0pp | 35.95%-60.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,524 | $3,490-56.3% | $2,837-46.3% | $4,741-67.9% |
| Participant deferral / active EE | $2,666 | $5,339-50.1% | $4,656-42.7% | $6,401-58.3% |
| Admin fee / account holder | $822 | $10,925-92.5% | $7,493-89.0% | $11,429-92.8% |