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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 | $10,317 | $127,386-91.9% | $115,037-91.0% | $125,393-91.8% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -4.91% | 31.28%-36.2pp | 26.14%-31.1pp | 282.23%-287.1pp |
| Employer contribution / active EE | $2,561 | $5,166-50.4% | $4,608-44.4% | $4,866-47.4% |
| Participant deferral / active EE | $5,786 | $6,423-9.9% | $6,026-4.0% | $5,351+8.1% |
| Admin fee / account holder | $2,484 | $9,516-73.9% | $8,175-69.6% | $9,541-74.0% |