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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 | $13,867 | $181,896-92.4% | $156,551-91.1% | $273,972-94.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -9.74% | 30.74%-40.5pp | 32.23%-42.0pp | 41.46%-51.2pp |
| Employer contribution / active EE | $2,107 | $6,248-66.3% | $5,501-61.7% | $4,869-56.7% |
| Participant deferral / active EE | $5,159 | $5,550-7.0% | $4,871+5.9% | $5,287-2.4% |
| Admin fee / account holder | $569 | $15,560-96.3% | $13,028-95.6% | $10,133-94.4% |