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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 | $21,754 | $167,504-87.0% | $151,628-85.7% | $134,509-83.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.17% | 7.81%-35.0pp | 3.34%-30.5pp | 418.13%-445.3pp |
| Employer contribution / active EE | $4,566 | $6,828-33.1% | $6,165-25.9% | $4,741-3.7% |
| Participant deferral / active EE | $16,740 | $8,985+86.3% | $8,363+100.2% | $6,400+161.5% |
| Admin fee / account holder | $4,262 | $13,779-69.1% | $11,613-63.3% | $11,427-62.7% |