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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 | $9,429 | $126,661-92.6% | $113,397-91.7% | $138,895-93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | -4.10% | 25.05%-29.2pp | 23.20%-27.3pp | 145.39%-149.5pp |
| Employer contribution / active EE | $1,618 | $3,456-53.2% | $2,977-45.7% | $4,194-61.4% |
| Participant deferral / active EE | $8,661 | $5,693+52.1% | $5,076+70.6% | $6,396+35.4% |
| Admin fee / account holder | $9,025 | $14,549-38.0% | $11,957-24.5% | $12,562-28.2% |