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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 | $17,763 | $52,911-66.4% | $73,309-75.8% | $59,633-70.2% |
| Participation rate | 89.8% | 68.2%+21.6pp | 74.9%+14.9pp | 68.7%+21.1pp |
| Annual return | -8.21% | 12.20%-20.4pp | 5.67%-13.9pp | 2041.40%-2049.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,789 | $4,069-56.0% | $4,991-64.1% | $3,192-43.9% |
| Admin fee / account holder | $1,033 | $3,835-73.1% | $5,635-81.7% | $4,297-76.0% |