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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 | $21,573 | $167,533-87.1% | $151,645-85.8% | $134,545-84.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -24.39% | 7.81%-32.2pp | 3.34%-27.7pp | 418.37%-442.8pp |
| Employer contribution / active EE | $2,511 | $6,828-63.2% | $6,165-59.3% | $4,742-47.0% |
| Participant deferral / active EE | $8,079 | $8,985-10.1% | $8,363-3.4% | $6,401+26.2% |
| Admin fee / account holder | $4,494 | $13,781-67.4% | $11,614-61.3% | $11,431-60.7% |