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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 | $21,271 | $56,197-62.1% | $67,652-68.6% | $59,633-64.3% |
| Participation rate | 96.0% | 71.5%+24.5pp | 75.7%+20.3pp | 68.7%+27.3pp |
| Annual return | -5.02% | 18508.10%-18513.1pp | 6625.40%-6630.4pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $901 | $1,615-44.2% | $2,266-60.2% | $2,203-59.1% |
| Participant deferral / active EE | $2,084 | $2,844-26.7% | $3,560-41.4% | $3,192-34.7% |
| Admin fee / account holder | $2,025 | $3,958-48.8% | $4,821-58.0% | $4,297-52.9% |