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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 | $15,302 | $181,896-91.6% | $156,551-90.2% | $273,972-94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -7.54% | 30.74%-38.3pp | 32.23%-39.8pp | 41.46%-49.0pp |
| Employer contribution / active EE | $2,807 | $6,248-55.1% | $5,501-49.0% | $4,869-42.4% |
| Participant deferral / active EE | $4,478 | $5,550-19.3% | $4,871-8.1% | $5,287-15.3% |
| Admin fee / account holder | $477 | $15,560-96.9% | $13,028-96.3% | $10,133-95.3% |