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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 | $11,947 | $140,578-91.5% | $100,671-88.1% | $125,389-90.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -6.03% | 24.67%-30.7pp | 20.43%-26.5pp | 282.24%-288.3pp |
| Employer contribution / active EE | $1,130 | $5,965-81.1% | $4,012-71.8% | $4,866-76.8% |
| Participant deferral / active EE | $5,472 | $3,981+37.4% | $3,144+74.1% | $5,352+2.3% |
| Admin fee / account holder | $469 | $6,716-93.0% | $4,850-90.3% | $9,541-95.1% |