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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 | $14,432 | $142,392-89.9% | $119,622-87.9% | $134,532-89.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.32% | -12.46%-8.9pp | -14.98%-6.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $8,019 | $5,224+53.5% | $4,232+89.5% | $4,741+69.1% |
| Participant deferral / active EE | $4,179 | $6,467-35.4% | $5,601-25.4% | $6,401-34.7% |
| Admin fee / account holder | $759 | $13,593-94.4% | $10,328-92.7% | $11,429-93.4% |