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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 | $6,901 | $95,895-92.8% | $79,576-91.3% | $134,509-94.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -53.52% | -2.72%-50.8pp | 0.15%-53.7pp | 418.13%-471.7pp |
| Employer contribution / active EE | $3,664 | $3,128+17.1% | $2,413+51.8% | $4,741-22.7% |
| Participant deferral / active EE | $3,664 | $4,693-21.9% | $3,985-8.1% | $6,400-42.8% |
| Admin fee / account holder | $1,503 | $9,129-83.5% | $6,834-78.0% | $11,427-86.8% |