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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 | $22,705 | $153,769-85.2% | $133,975-83.1% | $273,972-91.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | -44.25% | 36.51%-80.8pp | 29.29%-73.5pp | 41.46%-85.7pp |
| Employer contribution / active EE | $4,158 | $6,029-31.0% | $5,211-20.2% | $4,869-14.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,729 | $11,765-85.3% | $9,324-81.5% | $10,133-82.9% |