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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 | $15,766 | $228,352-93.1% | $185,827-91.5% | $158,950-90.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | -6.55% | 40.81%-47.4pp | 35.96%-42.5pp | 302.91%-309.5pp |
| Employer contribution / active EE | $2,429 | $4,967-51.1% | $4,087-40.6% | $4,762-49.0% |
| Participant deferral / active EE | $5,198 | $6,416-19.0% | $5,633-7.7% | $5,983-13.1% |
| Admin fee / account holder | $7,996 | $11,867-32.6% | $9,502-15.8% | $11,248-28.9% |