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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 | $11,604 | $135,956-91.5% | $123,894-90.6% | $273,972-95.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | -18.17% | 56.63%-74.8pp | 47.52%-65.7pp | 41.46%-59.6pp |
| Employer contribution / active EE | $1,669 | $5,170-67.7% | $4,617-63.8% | $4,869-65.7% |
| Participant deferral / active EE | $5,544 | $6,343-12.6% | $5,984-7.3% | $5,287+4.9% |
| Admin fee / account holder | $1,661 | $9,817-83.1% | $8,357-80.1% | $10,133-83.6% |