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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 | $21,316 | $127,387-83.3% | $115,038-81.5% | $125,389-83.0% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -5.91% | 31.28%-37.2pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $2,242 | $5,166-56.6% | $4,608-51.3% | $4,866-53.9% |
| Participant deferral / active EE | $4,173 | $6,423-35.0% | $6,026-30.7% | $5,352-22.0% |
| Admin fee / account holder | $643 | $9,516-93.2% | $8,175-92.1% | $9,541-93.3% |