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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 | $29,428 | $147,167-80.0% | $111,392-73.6% | $135,380-78.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 78.9%+10.0pp | 82.6%+6.2pp |
| Annual return | -9.58% | -4.44%-5.1pp | -2.06%-7.5pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,242 | $5,204-56.9% | $4,328-48.2% | $4,779-53.1% |
| Participant deferral / active EE | $7,969 | $6,565+21.4% | $5,567+43.1% | $5,609+42.1% |
| Admin fee / account holder | $880 | $20,270-95.7% | $12,266-92.8% | $10,828-91.9% |