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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 | $19,449 | $181,896-89.3% | $156,551-87.6% | $273,972-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -55.57% | 30.74%-86.3pp | 32.23%-87.8pp | 41.46%-97.0pp |
| Employer contribution / active EE | $2,336 | $6,248-62.6% | $5,501-57.5% | $4,869-52.0% |
| Participant deferral / active EE | $2,084 | $5,550-62.5% | $4,871-57.2% | $5,287-60.6% |
| Admin fee / account holder | $22,915 | $15,560+47.3% | $13,028+75.9% | $10,133+126.2% |