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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 | $18,056 | $167,362-89.2% | $143,799-87.4% | $134,532-86.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.77% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,834 | $5,620-67.4% | $4,952-63.0% | $4,741-61.3% |
| Participant deferral / active EE | $4,702 | $6,447-27.1% | $5,638-16.6% | $6,401-26.5% |
| Admin fee / account holder | $330 | $18,094-98.2% | $14,677-97.7% | $11,429-97.1% |