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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 | $8,358 | $107,809-92.2% | $90,657-90.8% | $135,380-93.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.46% | -0.90%-9.6pp | 1.89%-12.3pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,208 | $3,018-60.0% | $2,532-52.3% | $4,779-74.7% |
| Participant deferral / active EE | $3,741 | $3,872-3.4% | $3,424+9.2% | $5,609-33.3% |
| Admin fee / account holder | $1,070 | $5,931-82.0% | $4,994-78.6% | $10,828-90.1% |