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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 | $8,666 | $142,409-93.9% | $119,634-92.8% | $134,545-93.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.87% | -12.46%-8.4pp | -14.98%-5.9pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,794 | $5,224-65.7% | $4,232-57.6% | $4,742-62.2% |
| Participant deferral / active EE | $2,651 | $6,468-59.0% | $5,601-52.7% | $6,401-58.6% |
| Admin fee / account holder | $2,244 | $13,594-83.5% | $10,329-78.3% | $11,431-80.4% |