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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 | $6,394 | $202,463-96.8% | $169,397-96.2% | $139,487-95.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -3.88% | 532.64%-536.5pp | 406.23%-410.1pp | 373.84%-377.7pp |
| Employer contribution / active EE | $1,630 | $4,694-65.3% | $4,013-59.4% | $4,755-65.7% |
| Participant deferral / active EE | $4,565 | $6,941-34.2% | $6,223-26.6% | $6,713-32.0% |
| Admin fee / account holder | $533 | $10,726-95.0% | $9,017-94.1% | $11,407-95.3% |