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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 | $7,910 | $78,670-89.9% | $109,173-92.8% | $85,847-90.8% |
| Participation rate | 78.4% | 68.3%+10.1pp | 75.9%+2.5pp | 69.3%+9.1pp |
| Annual return | -1.51% | 25.09%-26.6pp | 25.75%-27.3pp | 318.61%-320.1pp |
| Employer contribution / active EE | $2,746 | $2,734+0.5% | $3,723-26.2% | $2,565+7.1% |
| Participant deferral / active EE | $2,844 | $3,467-18.0% | $4,654-38.9% | $3,952-28.0% |
| Admin fee / account holder | $1,146 | $5,469-79.1% | $6,755-83.0% | $6,261-81.7% |