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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 | $20,772 | $62,589-66.8% | $76,768-72.9% | $64,173-67.6% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -38.11% | -1.95%-36.2pp | 2.43%-40.5pp | 7.63%-45.7pp |
| Employer contribution / active EE | $7,336 | $1,832+300.4% | $2,485+195.2% | $2,381+208.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,486 | $4,667-3.9% | $6,675-32.8% | $4,887-8.2% |