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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 | $7,984 | $167,522-95.2% | $151,639-94.7% | $134,532-94.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -36.96% | 7.81%-44.8pp | 3.34%-40.3pp | 418.27%-455.2pp |
| Employer contribution / active EE | $2,357 | $6,828-65.5% | $6,165-61.8% | $4,741-50.3% |
| Participant deferral / active EE | $6,421 | $8,986-28.5% | $8,363-23.2% | $6,401+0.3% |
| Admin fee / account holder | $2,023 | $13,780-85.3% | $11,613-82.6% | $11,429-82.3% |