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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 | $9,318 | $129,959-92.8% | $104,301-91.1% | $134,532-93.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -26.65% | 42.04%-68.7pp | 24.61%-51.3pp | 418.27%-444.9pp |
| Employer contribution / active EE | $1,974 | $4,185-52.8% | $3,373-41.5% | $4,741-58.4% |
| Participant deferral / active EE | $2,426 | $5,589-56.6% | $4,626-47.5% | $6,401-62.1% |
| Admin fee / account holder | $316 | $9,325-96.6% | $7,340-95.7% | $11,429-97.2% |