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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 | $15,642 | $140,592-88.9% | $123,106-87.3% | $125,388-87.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -7.40% | 16.80%-24.2pp | 13.22%-20.6pp | 282.24%-289.6pp |
| Employer contribution / active EE | $2,560 | $6,041-57.6% | $5,151-50.3% | $4,866-47.4% |
| Participant deferral / active EE | $3,968 | $6,980-43.2% | $6,229-36.3% | $5,352-25.9% |
| Admin fee / account holder | $397 | $11,198-96.5% | $9,015-95.6% | $9,541-95.8% |