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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 | $13,405 | $167,362-92.0% | $143,799-90.7% | $134,532-90.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -21.54% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,125 | $5,620-62.2% | $4,952-57.1% | $4,741-55.2% |
| Participant deferral / active EE | $3,658 | $6,447-43.3% | $5,638-35.1% | $6,401-42.8% |
| Admin fee / account holder | $305 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |