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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 | $74,377 | $153,252-51.5% | $110,792-32.9% | $233,076-68.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 58.3%+25.1pp | 46.4%+37.0pp |
| Annual return | -9.97% | -1.86%-8.1pp | -0.33%-9.6pp | -82.67%+72.7pp |
| Employer contribution / active EE | $17,639 | $33,714-47.7% | $25,782-31.6% | $43,771-59.7% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $459 | $2,194-79.1% | $1,824-74.8% | $11,204-95.9% |