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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 | $17,096 | $71,873-76.2% | $86,698-80.3% | $68,490-75.0% |
| Participation rate | 96.1% | 72.2%+23.8pp | 76.6%+19.5pp | 67.9%+28.2pp |
| Annual return | -21.20% | 3.54%-24.7pp | 35.96%-57.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $4,688 | $2,173+115.7% | $2,837+65.2% | $2,597+80.5% |
| Participant deferral / active EE | $10,192 | $3,779+169.7% | $4,656+118.9% | $4,028+153.0% |
| Admin fee / account holder | $380 | $6,110-93.8% | $7,492-94.9% | $5,403-93.0% |