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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 | $19,412 | $142,392-86.4% | $119,622-83.8% | $134,532-85.6% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -20.96% | -12.46%-8.5pp | -14.98%-6.0pp | 418.27%-439.2pp |
| Employer contribution / active EE | $4,255 | $5,224-18.5% | $4,232+0.5% | $4,741-10.2% |
| Participant deferral / active EE | $7,847 | $6,467+21.3% | $5,601+40.1% | $6,401+22.6% |
| Admin fee / account holder | $5,310 | $13,593-60.9% | $10,328-48.6% | $11,429-53.5% |