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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 | $16,681 | $72,177-76.9% | $115,038-85.5% | $59,633-72.0% |
| Participation rate | 83.8% | 72.6%+11.2pp | 81.4%+2.4pp | 68.7%+15.1pp |
| Annual return | -14.57% | 12.02%-26.6pp | 26.14%-40.7pp | 2041.45%-2056.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,867 | $4,783+169.0% | $6,026+113.5% | $3,192+303.2% |
| Admin fee / account holder | $4,006 | $4,927-18.7% | $8,175-51.0% | $4,297-6.8% |