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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 | $3,020 | $184,014-98.4% | $161,149-98.1% | $138,895-97.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | -11.34% | 21.52%-32.9pp | 21.16%-32.5pp | 145.39%-156.7pp |
| Employer contribution / active EE | $5,760 | $5,055+13.9% | $4,360+32.1% | $4,194+37.3% |
| Participant deferral / active EE | $25,823 | $6,909+273.7% | $6,153+319.7% | $6,396+303.7% |
| Admin fee / account holder | $33,301 | $18,027+84.7% | $15,194+119.2% | $12,562+165.1% |