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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 | $6,258 | $127,386-95.1% | $115,037-94.6% | $125,388-95.0% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -4.87% | 31.28%-36.2pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $4,593 | $5,166-11.1% | $4,608-0.3% | $4,866-5.6% |
| Participant deferral / active EE | $4,199 | $6,423-34.6% | $6,026-30.3% | $5,352-21.5% |
| Admin fee / account holder | $19,136 | $9,516+101.1% | $8,175+134.1% | $9,541+100.6% |