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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 | $126,661-91.8% | $113,397-90.8% | $138,895-92.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | -21.17% | 25.05%-46.2pp | 23.20%-44.4pp | 145.39%-166.6pp |
| Employer contribution / active EE | $3,606 | $3,456+4.3% | $2,977+21.1% | $4,194-14.0% |
| Participant deferral / active EE | $17,791 | $5,693+212.5% | $5,076+250.5% | $6,396+178.1% |
| Admin fee / account holder | $76,211 | $14,549+423.8% | $11,957+537.4% | $12,562+506.7% |