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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 | $16,791 | $113,941-85.3% | $94,229-82.2% | $125,389-86.6% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -4.80% | 5.29%-10.1pp | 10.68%-15.5pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,407 | $4,727-49.1% | $3,587-32.9% | $4,866-50.5% |
| Participant deferral / active EE | $4,954 | $5,179-4.3% | $4,320+14.7% | $5,352-7.4% |
| Admin fee / account holder | $1,712 | $8,392-79.6% | $6,269-72.7% | $9,541-82.1% |