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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 | $27,432 | $181,896-84.9% | $156,551-82.5% | $273,972-90.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.88% | 30.74%-32.6pp | 32.23%-34.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $4,688 | $6,248-25.0% | $5,501-14.8% | $4,869-3.7% |
| Participant deferral / active EE | $10,897 | $5,550+96.3% | $4,871+123.7% | $5,287+106.1% |
| Admin fee / account holder | $13,825 | $15,560-11.1% | $13,028+6.1% | $10,133+36.4% |