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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 | $9,580 | $134,001-92.9% | $112,258-91.5% | $134,509-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.63% | 47.15%-68.8pp | 27.47%-49.1pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,071 | $4,039-73.5% | $3,636-70.5% | $4,741-77.4% |
| Participant deferral / active EE | $3,367 | $5,291-36.4% | $4,728-28.8% | $6,400-47.4% |
| Admin fee / account holder | $493 | $7,491-93.4% | $6,411-92.3% | $11,427-95.7% |