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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 | $13,461 | $113,941-88.2% | $94,229-85.7% | $125,389-89.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.72% | 5.29%-11.0pp | 10.68%-16.4pp | 282.24%-288.0pp |
| Employer contribution / active EE | $2,152 | $4,727-54.5% | $3,587-40.0% | $4,866-55.8% |
| Participant deferral / active EE | $7,821 | $5,179+51.0% | $4,320+81.0% | $5,352+46.1% |
| Admin fee / account holder | $2,775 | $8,392-66.9% | $6,269-55.7% | $9,541-70.9% |