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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 | $7,454 | $95,915-92.2% | $79,580-90.6% | $134,532-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.02% | -2.71%-22.3pp | 0.15%-25.2pp | 418.27%-443.3pp |
| Employer contribution / active EE | $1,118 | $3,129-64.3% | $2,413-53.7% | $4,741-76.4% |
| Participant deferral / active EE | $5,380 | $4,693+14.6% | $3,985+35.0% | $6,401-16.0% |
| Admin fee / account holder | $341 | $9,132-96.3% | $6,835-95.0% | $11,429-97.0% |