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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 | $11,719 | $127,387-90.8% | $115,038-89.8% | $125,389-90.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -4.96% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,708 | $5,166-47.6% | $4,608-41.2% | $4,866-44.3% |
| Participant deferral / active EE | $7,227 | $6,423+12.5% | $6,026+19.9% | $5,352+35.0% |
| Admin fee / account holder | $782 | $9,516-91.8% | $8,175-90.4% | $9,541-91.8% |