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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 | $9,038 | $100,805-91.0% | $86,698-89.6% | $134,532-93.3% |
| Participation rate | 87.0% | 79.0%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -22.24% | 29.09%-51.3pp | 35.95%-58.2pp | 418.27%-440.5pp |
| Employer contribution / active EE | $3,534 | $3,490+1.3% | $2,837+24.6% | $4,741-25.5% |
| Participant deferral / active EE | $3,748 | $5,339-29.8% | $4,656-19.5% | $6,401-41.4% |
| Admin fee / account holder | $1,116 | $10,925-89.8% | $7,493-85.1% | $11,429-90.2% |