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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 | $11,301 | $113,941-90.1% | $94,229-88.0% | $125,389-91.0% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -3.71% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,103 | $4,727-76.7% | $3,587-69.3% | $4,866-77.3% |
| Participant deferral / active EE | $1,864 | $5,179-64.0% | $4,320-56.9% | $5,352-65.2% |
| Admin fee / account holder | $2,746 | $8,392-67.3% | $6,269-56.2% | $9,541-71.2% |