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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 | $18,496 | $167,533-89.0% | $151,645-87.8% | $134,545-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.57% | 7.81%-30.4pp | 3.34%-25.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $3,715 | $6,828-45.6% | $6,165-39.7% | $4,742-21.6% |
| Participant deferral / active EE | $7,672 | $8,985-14.6% | $8,363-8.3% | $6,401+19.8% |
| Admin fee / account holder | $2,752 | $13,781-80.0% | $11,614-76.3% | $11,431-75.9% |