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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 | $38,172 | $212,777-82.1% | $173,703-78.0% | $198,609-80.8% |
| Participation rate | 90.9% | 81.1%+9.9pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | -3.69% | 18.82%-22.5pp | 17.46%-21.1pp | 202.70%-206.4pp |
| Employer contribution / active EE | $2,817 | $5,214-46.0% | $4,288-34.3% | $5,055-44.3% |
| Participant deferral / active EE | $6,475 | $5,697+13.7% | $4,854+33.4% | $6,977-7.2% |
| Admin fee / account holder | $1,248 | $19,536-93.6% | $15,562-92.0% | $19,030-93.4% |