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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 | $10,385 | $124,425-91.7% | $112,040-90.7% | $137,256-92.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -21.17% | 24.72%-45.9pp | 24.52%-45.7pp | 220.34%-241.5pp |
| Employer contribution / active EE | $3,606 | $3,411+5.7% | $2,954+22.1% | $4,156-13.2% |
| Participant deferral / active EE | $17,791 | $5,718+211.1% | $5,098+249.0% | $6,407+177.7% |
| Admin fee / account holder | $76,211 | $15,207+401.2% | $12,098+529.9% | $12,270+521.1% |