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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 | $13,730 | $167,522-91.8% | $151,639-90.9% | $134,532-89.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -23.10% | 7.81%-30.9pp | 3.34%-26.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,265 | $6,828-66.8% | $6,165-63.3% | $4,741-52.2% |
| Participant deferral / active EE | $3,989 | $8,986-55.6% | $8,363-52.3% | $6,401-37.7% |
| Admin fee / account holder | $1,450 | $13,780-89.5% | $11,613-87.5% | $11,429-87.3% |