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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 | $12,244 | $167,362-92.7% | $143,799-91.5% | $134,532-90.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -21.58% | 0.47%-22.1pp | -0.04%-21.5pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,996 | $5,620-46.7% | $4,952-39.5% | $4,741-36.8% |
| Participant deferral / active EE | $6,111 | $6,447-5.2% | $5,638+8.4% | $6,401-4.5% |
| Admin fee / account holder | $3,190 | $18,094-82.4% | $14,677-78.3% | $11,429-72.1% |