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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 | $9,744 | $95,895-89.8% | $79,576-87.8% | $134,509-92.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.84% | -2.72%-18.1pp | 0.15%-21.0pp | 418.13%-439.0pp |
| Employer contribution / active EE | $2,018 | $3,128-35.5% | $2,413-16.4% | $4,741-57.4% |
| Participant deferral / active EE | $2,827 | $4,693-39.8% | $3,985-29.1% | $6,400-55.8% |
| Admin fee / account holder | $1,754 | $9,129-80.8% | $6,834-74.3% | $11,427-84.7% |