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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 | $13,647 | $107,809-87.3% | $90,657-84.9% | $135,379-89.9% |
| Participation rate | 72.7% | 78.0%-5.3pp | 74.0%-1.3pp | 82.6%-9.9pp |
| Annual return | -12.65% | -0.90%-11.7pp | 1.89%-14.5pp | 519.79%-532.4pp |
| Employer contribution / active EE | $1,552 | $3,018-48.6% | $2,532-38.7% | $4,779-67.5% |
| Participant deferral / active EE | $5,477 | $3,872+41.5% | $3,424+59.9% | $5,609-2.3% |
| Admin fee / account holder | $1,091 | $5,931-81.6% | $4,994-78.1% | $10,828-89.9% |