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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 | $13,675 | $125,797-89.1% | $170,057-92.0% | $75,177-81.8% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | -5.18% | 27.20%-32.4pp | 53.42%-58.6pp | 160.75%-165.9pp |
| Employer contribution / active EE | $4,944 | $4,616+7.1% | $6,790-27.2% | $2,671+85.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,436 | $8,177-82.4% | $12,826-88.8% | $5,651-74.6% |