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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 | $11,379 | $141,004-91.9% | $112,273-89.9% | $139,466-91.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -10.37% | 32.75%-43.1pp | 30.23%-40.6pp | 373.66%-384.0pp |
| Employer contribution / active EE | $1,860 | $4,285-56.6% | $3,431-45.8% | $4,754-60.9% |
| Participant deferral / active EE | $3,500 | $5,878-40.5% | $4,800-27.1% | $6,712-47.9% |
| Admin fee / account holder | $2,197 | $9,959-77.9% | $7,752-71.7% | $11,409-80.7% |