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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 | $15,995 | $167,352-90.4% | $143,788-88.9% | $134,509-88.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.76% | 0.47%-22.2pp | -0.03%-21.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,912 | $5,620-66.0% | $4,952-61.4% | $4,741-59.7% |
| Participant deferral / active EE | $4,606 | $6,447-28.6% | $5,638-18.3% | $6,400-28.0% |
| Admin fee / account holder | $1,617 | $18,091-91.1% | $14,675-89.0% | $11,427-85.9% |