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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 | $12,682 | $215,361-94.1% | $171,082-92.6% | $273,972-95.4% |
| Participation rate | 78.6% | 82.0%-3.5pp | 76.7%+1.9pp | 83.0%-4.4pp |
| Annual return | -0.88% | 25.14%-26.0pp | 32.56%-33.4pp | 41.46%-42.3pp |
| Employer contribution / active EE | $2,143 | $4,967-56.9% | $4,002-46.5% | $4,869-56.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,831 | $10,846-83.1% | $8,520-78.5% | $10,133-81.9% |