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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 | $16,789 | $100,805-83.3% | $86,698-80.6% | $134,532-87.5% |
| Participation rate | 90.5% | 79.0%+11.5pp | 76.6%+13.9pp | 81.2%+9.2pp |
| Annual return | -20.44% | 29.09%-49.5pp | 35.95%-56.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,976 | $3,490-43.4% | $2,837-30.3% | $4,741-58.3% |
| Participant deferral / active EE | $4,081 | $5,339-23.6% | $4,656-12.4% | $6,401-36.3% |
| Admin fee / account holder | $464 | $10,925-95.8% | $7,493-93.8% | $11,429-95.9% |