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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 | $15,742 | $135,956-88.4% | $123,894-87.3% | $273,972-94.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | -1.55% | 56.63%-58.2pp | 47.52%-49.1pp | 41.46%-43.0pp |
| Employer contribution / active EE | $5,752 | $5,170+11.3% | $4,617+24.6% | $4,869+18.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,360 | $9,817-86.1% | $8,357-83.7% | $10,133-86.6% |