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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 | $6,956 | $211,946-96.7% | $169,452-95.9% | $135,380-94.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -33.46% | 3.26%-36.7pp | 1.83%-35.3pp | 519.81%-553.3pp |
| Employer contribution / active EE | $1,000 | $5,117-80.5% | $4,157-75.9% | $4,779-79.1% |
| Participant deferral / active EE | $3,976 | $6,075-34.6% | $5,277-24.7% | $5,609-29.1% |
| Admin fee / account holder | $1,218 | $11,472-89.4% | $9,110-86.6% | $10,828-88.8% |