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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 | $9,827 | $176,794-94.4% | $146,647-93.3% | $167,553-94.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -3.91% | 24.04%-27.9pp | 22.75%-26.7pp | 478.89%-482.8pp |
| Employer contribution / active EE | $4,545 | $5,161-11.9% | $4,137+9.9% | $4,840-6.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,798 | $13,262-71.4% | $10,281-63.1% | $12,316-69.2% |