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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 | $23,039 | $72,404-68.2% | $110,243-79.1% | $64,173-64.1% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.3pp |
| Annual return | -8.28% | -6.29%-2.0pp | 314.76%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,557 | $2,282-31.8% | $3,827-59.3% | $2,381-34.6% |
| Participant deferral / active EE | $2,731 | $3,469-21.3% | $4,672-41.5% | $3,470-21.3% |
| Admin fee / account holder | $891 | $5,664-84.3% | $8,548-89.6% | $4,887-81.8% |