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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 | $8,517 | $87,546-90.3% | $75,784-88.8% | $125,389-93.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.67% | 13.49%-18.2pp | 9.68%-14.4pp | 282.24%-286.9pp |
| Employer contribution / active EE | $7,120 | $3,930+81.2% | $3,323+114.2% | $4,866+46.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,637 | $6,503-59.4% | $5,300-50.2% | $9,541-72.4% |