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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 | $12,369 | $93,064-86.7% | $74,577-83.4% | $273,972-95.5% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | -10.78% | 26.18%-37.0pp | 20.47%-31.2pp | 41.46%-52.2pp |
| Employer contribution / active EE | $5,575 | $3,160+76.4% | $2,525+120.8% | $4,869+14.5% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $472 | $5,273-91.1% | $4,138-88.6% | $10,133-95.3% |