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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 | $8,077 | $95,917-91.6% | $79,583-89.9% | $134,545-94.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -48.81% | -2.70%-46.1pp | 0.16%-49.0pp | 418.37%-467.2pp |
| Employer contribution / active EE | $7,060 | $3,129+125.6% | $2,414+192.5% | $4,742+48.9% |
| Participant deferral / active EE | $7,911 | $4,694+68.5% | $3,986+98.5% | $6,401+23.6% |
| Admin fee / account holder | $1,832 | $9,132-79.9% | $6,835-73.2% | $11,431-84.0% |