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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 | $6,343 | $211,946-97.0% | $169,452-96.3% | $135,379-95.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.73% | 3.26%-21.0pp | 1.83%-19.6pp | 519.79%-537.5pp |
| Employer contribution / active EE | $2,586 | $5,117-49.5% | $4,157-37.8% | $4,779-45.9% |
| Participant deferral / active EE | $4,025 | $6,075-33.8% | $5,277-23.7% | $5,609-28.2% |
| Admin fee / account holder | $311 | $11,472-97.3% | $9,110-96.6% | $10,828-97.1% |