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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 | $8,712 | $211,946-95.9% | $169,452-94.9% | $135,379-93.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -23.70% | 3.26%-27.0pp | 1.83%-25.5pp | 519.79%-543.5pp |
| Employer contribution / active EE | $4,684 | $5,117-8.5% | $4,157+12.7% | $4,779-2.0% |
| Participant deferral / active EE | $5,749 | $6,075-5.4% | $5,277+8.9% | $5,609+2.5% |
| Admin fee / account holder | $3,955 | $11,472-65.5% | $9,110-56.6% | $10,828-63.5% |