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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 | $25,289 | $201,344-87.4% | $184,243-86.3% | $145,877-82.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | -2.35% | 29.01%-31.4pp | 28.82%-31.2pp | 551.28%-553.6pp |
| Employer contribution / active EE | $10,000 | $7,022+42.4% | $6,427+55.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $479 | $16,382-97.1% | $13,914-96.6% | $13,402-96.4% |