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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 | $12,861 | $165,351-92.2% | $149,710-91.4% | $158,931-91.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.15% | 348.19%-348.3pp | 276.63%-276.8pp | 302.86%-303.0pp |
| Employer contribution / active EE | $1,219 | $5,103-76.1% | $4,645-73.7% | $4,761-74.4% |
| Participant deferral / active EE | $4,811 | $7,181-33.0% | $6,842-29.7% | $5,982-19.6% |
| Admin fee / account holder | $1,997 | $10,807-81.5% | $9,309-78.6% | $11,247-82.2% |