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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 | $17,041 | $135,956-87.5% | $123,894-86.2% | $273,972-93.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -14.92% | 56.63%-71.5pp | 47.52%-62.4pp | 41.46%-56.4pp |
| Employer contribution / active EE | $7,345 | $5,170+42.1% | $4,617+59.1% | $4,869+50.9% |
| Participant deferral / active EE | $3,612 | $6,343-43.1% | $5,984-39.6% | $5,287-31.7% |
| Admin fee / account holder | $2,654 | $9,817-73.0% | $8,357-68.2% | $10,133-73.8% |