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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 | $8,782 | $92,219-90.5% | $76,767-88.6% | $135,380-93.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.42% | 5.46%-19.9pp | 2.43%-16.9pp | 519.81%-534.2pp |
| Employer contribution / active EE | $1,057 | $3,216-67.1% | $2,485-57.5% | $4,779-77.9% |
| Participant deferral / active EE | $2,111 | $4,508-53.2% | $3,852-45.2% | $5,609-62.4% |
| Admin fee / account holder | $1,943 | $10,749-81.9% | $6,675-70.9% | $10,828-82.1% |