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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 | $15,798 | $100,792-84.3% | $86,691-81.8% | $134,509-88.3% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -21.80% | 29.08%-50.9pp | 35.94%-57.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $2,879 | $3,491-17.5% | $2,837+1.5% | $4,741-39.3% |
| Participant deferral / active EE | $6,224 | $5,339+16.6% | $4,656+33.7% | $6,400-2.8% |
| Admin fee / account holder | $454 | $10,924-95.8% | $7,492-93.9% | $11,427-96.0% |