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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 | $21,104 | $94,529-77.7% | $140,019-84.9% | $64,173-67.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 87.5%-17.5pp | 69.6%+0.4pp |
| Annual return | -11.02% | 7.77%-18.8pp | 651.15%-662.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,810 | $3,812-52.5% | $5,605-67.7% | $2,381-24.0% |
| Participant deferral / active EE | $3,434 | $5,250-34.6% | $6,927-50.4% | $3,470-1.0% |
| Admin fee / account holder | $842 | $6,741-87.5% | $10,705-92.1% | $4,887-82.8% |