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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 | $46,138 | $266,915-82.7% | $319,010-85.5% | $349,369-86.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -16.46% | 12.39%-28.9pp | 10.22%-26.7pp | -14.65%-1.8pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,205-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $487 | $9,726-95.0% | $10,810-95.5% | $14,582-96.7% |