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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 | $170,654 | $266,915-36.1% | $319,010-46.5% | $349,369-51.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -17.49% | 12.39%-29.9pp | 10.22%-27.7pp | -14.65%-2.8pp |
| Employer contribution / active EE | $19,258 | $53,662-64.1% | $51,205-62.4% | $46,321-58.4% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $2,338 | $9,726-76.0% | $10,810-78.4% | $14,582-84.0% |