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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 | $9,831 | $142,409-93.1% | $119,634-91.8% | $134,545-92.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -29.10% | -12.46%-16.6pp | -14.98%-14.1pp | 418.37%-447.5pp |
| Employer contribution / active EE | $1,512 | $5,224-71.1% | $4,232-64.3% | $4,742-68.1% |
| Participant deferral / active EE | $7,531 | $6,468+16.4% | $5,601+34.5% | $6,401+17.6% |
| Admin fee / account holder | $8,842 | $13,594-35.0% | $10,329-14.4% | $11,431-22.7% |