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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 | $8,154 | $106,115-92.3% | $85,969-90.5% | $125,389-93.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.95% | 13.93%-18.9pp | 9.32%-14.3pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,058 | $4,537-54.6% | $3,474-40.8% | $4,866-57.7% |
| Participant deferral / active EE | $2,763 | $4,859-43.2% | $3,829-27.9% | $5,352-48.4% |
| Admin fee / account holder | $1,361 | $8,144-83.3% | $6,053-77.5% | $9,541-85.7% |