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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 | $12,236 | $100,811-87.9% | $86,698-85.9% | $134,545-90.9% |
| Participation rate | 82.4% | 79.0%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -24.93% | 29.11%-54.0pp | 35.96%-60.9pp | 418.37%-443.3pp |
| Employer contribution / active EE | $3,285 | $3,490-5.9% | $2,837+15.8% | $4,742-30.7% |
| Participant deferral / active EE | $5,754 | $5,339+7.8% | $4,656+23.6% | $6,401-10.1% |
| Admin fee / account holder | $1,067 | $10,926-90.2% | $7,492-85.8% | $11,431-90.7% |