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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 | $20,345 | $157,276-87.1% | $141,177-85.6% | $152,885-86.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | -1.92% | 64.33%-66.3pp | 71.40%-73.3pp | 345.39%-347.3pp |
| Employer contribution / active EE | $1,799 | $5,262-65.8% | $4,736-62.0% | $4,763-62.2% |
| Participant deferral / active EE | $7,250 | $7,110+2.0% | $6,710+8.1% | $5,851+23.9% |
| Admin fee / account holder | $2,731 | $12,123-77.5% | $10,263-73.4% | $11,598-76.5% |