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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 | $23,315 | $162,821-85.7% | $133,978-82.6% | $158,982-85.3% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | -4.05% | 41.95%-46.0pp | 45.10%-49.1pp | 302.99%-307.0pp |
| Employer contribution / active EE | $1,611 | $4,976-67.6% | $3,919-58.9% | $4,763-66.2% |
| Participant deferral / active EE | $2,334 | $5,910-60.5% | $5,047-53.7% | $5,983-61.0% |
| Admin fee / account holder | $28,055 | $11,742+138.9% | $8,930+214.2% | $11,252+149.3% |