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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 | $17,466 | $167,522-89.6% | $151,639-88.5% | $134,532-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.22% | 7.81%-29.0pp | 3.34%-24.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,826 | $6,828-73.3% | $6,165-70.4% | $4,741-61.5% |
| Participant deferral / active EE | $6,629 | $8,986-26.2% | $8,363-20.7% | $6,401+3.6% |
| Admin fee / account holder | $390 | $13,780-97.2% | $11,613-96.6% | $11,429-96.6% |