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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 | $18,198 | $110,083-83.5% | $151,639-88.0% | $68,486-73.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -19.62% | -10.12%-9.5pp | 3.34%-23.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,485 | $6,526+30.0% | $8,363+1.4% | $4,028+110.7% |
| Admin fee / account holder | $3,563 | $7,718-53.8% | $11,613-69.3% | $5,404-34.1% |