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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 | $14,467 | $127,386-88.6% | $115,037-87.4% | $125,393-88.5% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -26.76% | 31.28%-58.0pp | 26.14%-52.9pp | 282.23%-309.0pp |
| Employer contribution / active EE | $5,063 | $5,166-2.0% | $4,608+9.9% | $4,866+4.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $14,464 | $9,516+52.0% | $8,175+76.9% | $9,541+51.6% |