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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 | $20,225 | $113,941-82.2% | $94,228-78.5% | $125,388-83.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.94% | 5.29%-10.2pp | 10.68%-15.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $3,216 | $4,727-32.0% | $3,587-10.3% | $4,866-33.9% |
| Participant deferral / active EE | $7,375 | $5,179+42.4% | $4,320+70.7% | $5,352+37.8% |
| Admin fee / account holder | $622 | $8,392-92.6% | $6,269-90.1% | $9,541-93.5% |