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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 | $19,515 | $73,988-73.6% | $96,538-79.8% | $75,177-74.0% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.5pp | 67.2%+28.7pp |
| Annual return | -39.56% | 26.73%-66.3pp | 35.74%-75.3pp | 160.75%-200.3pp |
| Employer contribution / active EE | $5,612 | $2,930+91.5% | $3,740+50.0% | $2,671+110.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,395 | $5,220-34.9% | $6,737-49.6% | $5,651-39.9% |