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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 | $7,391 | $142,392-94.8% | $119,622-93.8% | $134,532-94.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.83% | -12.46%-14.4pp | -14.98%-11.8pp | 418.27%-445.1pp |
| Employer contribution / active EE | $2,746 | $5,224-47.4% | $4,232-35.1% | $4,741-42.1% |
| Participant deferral / active EE | $3,834 | $6,467-40.7% | $5,601-31.5% | $6,401-40.1% |
| Admin fee / account holder | $1,984 | $13,593-85.4% | $10,328-80.8% | $11,429-82.6% |