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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 | $22,476 | $209,336-89.3% | $197,124-88.6% | $137,256-83.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -15.04% | 48.09%-63.1pp | 44.34%-59.4pp | 220.34%-235.4pp |
| Employer contribution / active EE | $2,641 | $6,591-59.9% | $6,227-57.6% | $4,156-36.5% |
| Participant deferral / active EE | $4,302 | $9,614-55.3% | $9,135-52.9% | $6,407-32.9% |
| Admin fee / account holder | $7,878 | $17,308-54.5% | $16,298-51.7% | $12,270-35.8% |