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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 | $12,088 | $228,352-94.7% | $185,835-93.5% | $158,966-92.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -15.40% | 40.81%-56.2pp | 35.96%-51.4pp | 302.95%-318.4pp |
| Employer contribution / active EE | $2,354 | $4,967-52.6% | $4,087-42.4% | $4,762-50.6% |
| Participant deferral / active EE | $6,190 | $6,416-3.5% | $5,633+9.9% | $5,983+3.5% |
| Admin fee / account holder | $2,228 | $11,867-81.2% | $9,502-76.6% | $11,250-80.2% |