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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 | $10,343 | $154,228-93.3% | $145,433-92.9% | $137,256-92.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | -28.07% | 74.59%-102.7pp | 66.58%-94.6pp | 220.34%-248.4pp |
| Employer contribution / active EE | $1,927 | $4,804-59.9% | $4,554-57.7% | $4,156-53.6% |
| Participant deferral / active EE | $5,145 | $8,216-37.4% | $7,897-34.9% | $6,407-19.7% |
| Admin fee / account holder | $3,341 | $14,344-76.7% | $13,129-74.6% | $12,270-72.8% |