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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 | $15,464 | $154,159-90.0% | $130,026-88.1% | $139,456-88.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 1.75% | 32.50%-30.8pp | -137.26%+139.0pp | 373.45%-371.7pp |
| Employer contribution / active EE | $1,604 | $5,292-69.7% | $4,321-62.9% | $4,753-66.3% |
| Participant deferral / active EE | $2,163 | $6,710-67.8% | $5,821-62.8% | $6,711-67.8% |
| Admin fee / account holder | $12,533 | $14,001-10.5% | $10,608+18.1% | $11,407+9.9% |