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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 | $9,589 | $134,001-92.8% | $112,258-91.5% | $134,509-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.42% | 47.15%-74.6pp | 27.47%-54.9pp | 418.13%-445.6pp |
| Employer contribution / active EE | $2,971 | $4,039-26.4% | $3,636-18.3% | $4,741-37.3% |
| Participant deferral / active EE | $5,942 | $5,291+12.3% | $4,728+25.7% | $6,400-7.2% |
| Admin fee / account holder | $1,558 | $7,491-79.2% | $6,411-75.7% | $11,427-86.4% |