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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 | $7,370 | $167,522-95.6% | $151,639-95.1% | $134,532-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.90% | 7.81%-30.7pp | 3.34%-26.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,887 | $6,828-57.7% | $6,165-53.2% | $4,741-39.1% |
| Participant deferral / active EE | $3,261 | $8,986-63.7% | $8,363-61.0% | $6,401-49.1% |
| Admin fee / account holder | $1,658 | $13,780-88.0% | $11,613-85.7% | $11,429-85.5% |