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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 | $11,706 | $185,312-93.7% | $161,489-92.8% | $154,746-92.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -10.45% | 103.84%-114.3pp | 89.72%-100.2pp | 172.34%-182.8pp |
| Employer contribution / active EE | $1,027 | $4,769-78.5% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $6,067 | $6,350-4.4% | $5,630+7.8% | $6,730-9.9% |
| Admin fee / account holder | $5,406 | $18,654-71.0% | $16,006-66.2% | $14,365-62.4% |