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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 | $16,574 | $167,362-90.1% | $143,799-88.5% | $134,532-87.7% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -23.66% | 0.47%-24.1pp | -0.04%-23.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $4,036 | $5,620-28.2% | $4,952-18.5% | $4,741-14.9% |
| Participant deferral / active EE | $6,711 | $6,447+4.1% | $5,638+19.0% | $6,401+4.8% |
| Admin fee / account holder | $1,751 | $18,094-90.3% | $14,677-88.1% | $11,429-84.7% |