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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 | $8,805 | $211,224-95.8% | $178,505-95.1% | $145,897-94.0% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | -17.43% | 30.28%-47.7pp | 27.16%-44.6pp | 552.29%-569.7pp |
| Employer contribution / active EE | $2,282 | $4,577-50.1% | $3,955-42.3% | $4,663-51.1% |
| Participant deferral / active EE | $2,551 | $6,966-63.4% | $6,280-59.4% | $6,689-61.9% |
| Admin fee / account holder | $1,058 | $12,109-91.3% | $10,428-89.9% | $13,390-92.1% |