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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 | $8,766 | $99,345-91.2% | $84,753-89.7% | $273,972-96.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.57% | 22.93%-25.5pp | 22.78%-25.4pp | 41.46%-44.0pp |
| Employer contribution / active EE | $2,341 | $4,214-44.4% | $3,574-34.5% | $4,869-51.9% |
| Participant deferral / active EE | $6,360 | $4,270+48.9% | $3,712+71.3% | $5,287+20.3% |
| Admin fee / account holder | $360 | $6,645-94.6% | $5,333-93.3% | $10,133-96.5% |