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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 | $16,850 | $167,362-89.9% | $143,799-88.3% | $134,532-87.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -20.74% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,304 | $5,620-76.8% | $4,952-73.7% | $4,741-72.5% |
| Participant deferral / active EE | $4,787 | $6,447-25.8% | $5,638-15.1% | $6,401-25.2% |
| Admin fee / account holder | $2,235 | $18,094-87.6% | $14,677-84.8% | $11,429-80.4% |