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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 | $17,514 | $153,311-88.6% | $109,313-84.0% | $273,972-93.6% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | -1.22% | 29.86%-31.1pp | 22.07%-23.3pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,861 | $5,619-66.9% | $3,892-52.2% | $4,869-61.8% |
| Participant deferral / active EE | $4,165 | $3,932+5.9% | $3,166+31.5% | $5,287-21.2% |
| Admin fee / account holder | $932 | $8,076-88.5% | $5,666-83.6% | $10,133-90.8% |