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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 | $8,452 | $167,362-95.0% | $143,799-94.1% | $134,532-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.80% | 0.47%-27.3pp | -0.04%-26.8pp | 418.27%-445.1pp |
| Employer contribution / active EE | $2,054 | $5,620-63.5% | $4,952-58.5% | $4,741-56.7% |
| Participant deferral / active EE | $6,587 | $6,447+2.2% | $5,638+16.8% | $6,401+2.9% |
| Admin fee / account holder | $2,477 | $18,094-86.3% | $14,677-83.1% | $11,429-78.3% |