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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 | $12,678 | $100,805-87.4% | $86,698-85.4% | $134,532-90.6% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -23.63% | 29.09%-52.7pp | 35.95%-59.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $2,787 | $3,490-20.1% | $2,837-1.7% | $4,741-41.2% |
| Participant deferral / active EE | $9,765 | $5,339+82.9% | $4,656+109.7% | $6,401+52.6% |
| Admin fee / account holder | $357 | $10,925-96.7% | $7,493-95.2% | $11,429-96.9% |