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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 | $18,853 | $212,386-91.1% | $199,883-90.6% | $138,895-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -22.16% | 47.75%-69.9pp | 43.81%-66.0pp | 145.39%-167.6pp |
| Employer contribution / active EE | $5,330 | $6,625-19.5% | $6,261-14.9% | $4,194+27.1% |
| Participant deferral / active EE | $7,597 | $9,617-21.0% | $9,138-16.9% | $6,396+18.8% |
| Admin fee / account holder | $26,176 | $18,233+43.6% | $17,268+51.6% | $12,562+108.4% |