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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 | $22,377 | $71,873-68.9% | $86,698-74.2% | $68,490-67.3% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.3pp |
| Annual return | -26.14% | 3.54%-29.7pp | 35.96%-62.1pp | -7.85%-18.3pp |
| Employer contribution / active EE | $7,572 | $2,173+248.4% | $2,837+166.9% | $2,597+191.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,052 | $6,110-66.4% | $7,492-72.6% | $5,403-62.0% |