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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 | $9,306 | $133,998-93.1% | $112,263-91.7% | $134,545-93.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -34.34% | 47.17%-81.5pp | 27.49%-61.8pp | 418.37%-452.7pp |
| Employer contribution / active EE | $3,303 | $4,040-18.3% | $3,636-9.2% | $4,742-30.3% |
| Participant deferral / active EE | $6,615 | $5,292+25.0% | $4,729+39.9% | $6,401+3.3% |
| Admin fee / account holder | $358 | $7,493-95.2% | $6,410-94.4% | $11,431-96.9% |