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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 | $7,417 | $140,592-94.7% | $123,105-94.0% | $125,389-94.1% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -15.12% | 16.80%-31.9pp | 13.22%-28.3pp | 282.24%-297.4pp |
| Employer contribution / active EE | $1,627 | $6,041-73.1% | $5,151-68.4% | $4,866-66.6% |
| Participant deferral / active EE | $3,649 | $6,980-47.7% | $6,229-41.4% | $5,352-31.8% |
| Admin fee / account holder | $1,052 | $11,198-90.6% | $9,014-88.3% | $9,541-89.0% |