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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 | $15,823 | $127,387-87.6% | $115,038-86.2% | $125,389-87.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.19% | 31.28%-35.5pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,990 | $5,166-42.1% | $4,608-35.1% | $4,866-38.6% |
| Participant deferral / active EE | $6,164 | $6,423-4.0% | $6,026+2.3% | $5,352+15.2% |
| Admin fee / account holder | $7,470 | $9,516-21.5% | $8,175-8.6% | $9,541-21.7% |