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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 | $13,790 | $100,805-86.3% | $86,698-84.1% | $134,532-89.7% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -24.93% | 29.09%-54.0pp | 35.95%-60.9pp | 418.27%-443.2pp |
| Employer contribution / active EE | $1,626 | $3,490-53.4% | $2,837-42.7% | $4,741-65.7% |
| Participant deferral / active EE | $3,837 | $5,339-28.1% | $4,656-17.6% | $6,401-40.1% |
| Admin fee / account holder | $616 | $10,925-94.4% | $7,493-91.8% | $11,429-94.6% |