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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 | $584 | $155,555-99.6% | $146,866-99.6% | $155,188-99.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -126.31% | 115.41%-241.7pp | 102.85%-229.2pp | 148.84%-275.2pp |
| Employer contribution / active EE | $5,163 | $4,647+11.1% | $4,425+16.7% | $4,248+21.5% |
| Participant deferral / active EE | $8,850 | $8,044+10.0% | $7,759+14.1% | $6,531+35.5% |
| Admin fee / account holder | $446 | $14,755-97.0% | $13,620-96.7% | $14,480-96.9% |