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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 | $15,553 | $100,811-84.6% | $86,698-82.1% | $134,545-88.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -22.01% | 29.11%-51.1pp | 35.96%-58.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $3,109 | $3,490-10.9% | $2,837+9.6% | $4,742-34.4% |
| Participant deferral / active EE | $5,236 | $5,339-1.9% | $4,656+12.5% | $6,401-18.2% |
| Admin fee / account holder | $971 | $10,926-91.1% | $7,492-87.0% | $11,431-91.5% |