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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 | $22,653 | $72,404-68.7% | $110,243-79.5% | $64,173-64.7% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.6%+8.6pp |
| Annual return | -9.28% | -6.29%-3.0pp | 314.76%-324.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,507 | $3,469+1.1% | $4,672-24.9% | $3,470+1.1% |
| Admin fee / account holder | $670 | $5,664-88.2% | $8,548-92.2% | $4,887-86.3% |