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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 | $25,933 | $162,785-84.1% | $133,959-80.6% | $158,950-83.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | -3.33% | 41.94%-45.3pp | 45.09%-48.4pp | 302.91%-306.2pp |
| Employer contribution / active EE | $2,372 | $4,975-52.3% | $3,919-39.5% | $4,762-50.2% |
| Participant deferral / active EE | $5,107 | $5,910-13.6% | $5,047+1.2% | $5,983-14.6% |
| Admin fee / account holder | $15,650 | $11,738+33.3% | $8,928+75.3% | $11,248+39.1% |