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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 | $7,644 | $124,330-93.9% | $109,173-93.0% | $167,536-95.4% |
| Participation rate | 93.8% | 79.5%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | -1.08% | 26.04%-27.1pp | 25.75%-26.8pp | 478.82%-479.9pp |
| Employer contribution / active EE | $3,206 | $4,209-23.8% | $3,723-13.9% | $4,839-33.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $310 | $7,974-96.1% | $6,755-95.4% | $12,315-97.5% |