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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 | $14,872 | $71,878-79.3% | $86,698-82.8% | $68,486-78.3% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -21.29% | 3.53%-24.8pp | 35.95%-57.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,440 | $3,779+17.5% | $4,656-4.6% | $4,028+10.2% |
| Admin fee / account holder | $1,368 | $6,113-77.6% | $7,493-81.7% | $5,404-74.7% |