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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 | $18,928 | $99,032-80.9% | $80,022-76.3% | $135,380-86.0% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | -12.34% | 15.39%-27.7pp | 11.22%-23.6pp | 519.81%-532.1pp |
| Employer contribution / active EE | $1,917 | $3,043-37.0% | $2,468-22.3% | $4,779-59.9% |
| Participant deferral / active EE | $4,949 | $4,282+15.6% | $3,686+34.3% | $5,609-11.8% |
| Admin fee / account holder | $1,892 | $10,436-81.9% | $6,521-71.0% | $10,828-82.5% |