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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 | $7,903 | $87,546-91.0% | $75,784-89.6% | $125,389-93.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -15.60% | 13.49%-29.1pp | 9.68%-25.3pp | 282.24%-297.8pp |
| Employer contribution / active EE | $1,954 | $3,930-50.3% | $3,323-41.2% | $4,866-59.8% |
| Participant deferral / active EE | $5,174 | $4,230+22.3% | $3,652+41.7% | $5,352-3.3% |
| Admin fee / account holder | $314 | $6,503-95.2% | $5,300-94.1% | $9,541-96.7% |