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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 | $31,765 | $153,769-79.3% | $133,975-76.3% | $273,972-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -8.13% | 36.51%-44.6pp | 29.29%-37.4pp | 41.46%-49.6pp |
| Employer contribution / active EE | $4,138 | $6,029-31.4% | $5,211-20.6% | $4,869-15.0% |
| Participant deferral / active EE | $4,500 | $6,958-35.3% | $6,282-28.4% | $5,287-14.9% |
| Admin fee / account holder | $5,055 | $11,765-57.0% | $9,324-45.8% | $10,133-50.1% |