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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 | $2,814 | $208,088-98.6% | $186,193-98.5% | $154,746-98.2% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | -1.85% | 89.97%-91.8pp | 78.03%-79.9pp | 172.34%-174.2pp |
| Employer contribution / active EE | $827 | $4,340-81.0% | $3,918-78.9% | $4,379-81.1% |
| Participant deferral / active EE | $3,214 | $7,078-54.6% | $6,513-50.6% | $6,730-52.2% |
| Admin fee / account holder | $33,226 | $11,698+184.0% | $11,058+200.5% | $14,365+131.3% |