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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 | $14,369 | $100,792-85.7% | $86,691-83.4% | $134,509-89.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -21.85% | 29.08%-50.9pp | 35.94%-57.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $3,355 | $3,491-3.9% | $2,837+18.3% | $4,741-29.2% |
| Participant deferral / active EE | $3,355 | $5,339-37.2% | $4,656-27.9% | $6,400-47.6% |
| Admin fee / account holder | $4,887 | $10,924-55.3% | $7,492-34.8% | $11,427-57.2% |