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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 | $16,476 | $167,362-90.2% | $143,799-88.5% | $134,532-87.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -21.13% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,112 | $5,620-62.4% | $4,952-57.3% | $4,741-55.4% |
| Participant deferral / active EE | $6,128 | $6,447-5.0% | $5,638+8.7% | $6,401-4.3% |
| Admin fee / account holder | $4,028 | $18,094-77.7% | $14,677-72.6% | $11,429-64.8% |