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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 | $18,443 | $167,362-89.0% | $143,799-87.2% | $134,532-86.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -20.80% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $4,880 | $5,620-13.2% | $4,952-1.5% | $4,741+2.9% |
| Participant deferral / active EE | $6,595 | $6,447+2.3% | $5,638+17.0% | $6,401+3.0% |
| Admin fee / account holder | $4,109 | $18,094-77.3% | $14,677-72.0% | $11,429-64.0% |