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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 | $13,898 | $100,805-86.2% | $86,698-84.0% | $134,532-89.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.33% | 29.09%-50.4pp | 35.95%-57.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,179 | $3,490-66.2% | $2,837-58.4% | $4,741-75.1% |
| Participant deferral / active EE | $2,706 | $5,339-49.3% | $4,656-41.9% | $6,401-57.7% |
| Admin fee / account holder | $332 | $10,925-97.0% | $7,493-95.6% | $11,429-97.1% |