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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 | $15,342 | $167,353-90.8% | $143,797-89.3% | $134,545-88.6% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -25.69% | 0.48%-26.2pp | -0.04%-25.6pp | 418.37%-444.1pp |
| Employer contribution / active EE | $2,599 | $5,620-53.8% | $4,952-47.5% | $4,742-45.2% |
| Participant deferral / active EE | $5,377 | $6,447-16.6% | $5,638-4.6% | $6,401-16.0% |
| Admin fee / account holder | $1,213 | $18,096-93.3% | $14,679-91.7% | $11,431-89.4% |