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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 | $16,150 | $167,504-90.4% | $151,628-89.3% | $134,509-88.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -21.90% | 7.81%-29.7pp | 3.34%-25.2pp | 418.13%-440.0pp |
| Employer contribution / active EE | $3,722 | $6,828-45.5% | $6,165-39.6% | $4,741-21.5% |
| Participant deferral / active EE | $4,431 | $8,985-50.7% | $8,363-47.0% | $6,400-30.8% |
| Admin fee / account holder | $8,969 | $13,779-34.9% | $11,613-22.8% | $11,427-21.5% |