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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 | $16,337 | $100,811-83.8% | $86,698-81.2% | $134,545-87.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -21.57% | 29.11%-50.7pp | 35.96%-57.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,414 | $3,490-59.5% | $2,837-50.1% | $4,742-70.2% |
| Participant deferral / active EE | $2,080 | $5,339-61.0% | $4,656-55.3% | $6,401-67.5% |
| Admin fee / account holder | $2,634 | $10,926-75.9% | $7,492-64.8% | $11,431-77.0% |