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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 | $7,530 | $201,372-96.3% | $184,260-95.9% | $145,884-94.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | -21.18% | 29.04%-50.2pp | 28.84%-50.0pp | 551.85%-573.0pp |
| Employer contribution / active EE | $2,727 | $7,024-61.2% | $6,427-57.6% | $4,662-41.5% |
| Participant deferral / active EE | $4,705 | $9,808-52.0% | $9,133-48.5% | $6,690-29.7% |
| Admin fee / account holder | $1,005 | $16,362-93.9% | $13,898-92.8% | $13,392-92.5% |