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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 | $20,187 | $110,083-81.7% | $151,645-86.7% | $68,490-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.49% | -10.12%-11.4pp | 3.34%-24.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,998 | $4,470-55.3% | $6,165-67.6% | $2,597-23.0% |
| Participant deferral / active EE | $4,171 | $6,526-36.1% | $8,363-50.1% | $4,028+3.6% |
| Admin fee / account holder | $1,133 | $7,718-85.3% | $11,614-90.2% | $5,403-79.0% |