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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 | $13,096 | $127,387-89.7% | $115,038-88.6% | $125,389-89.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.50% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,304 | $5,166-55.4% | $4,608-50.0% | $4,866-52.7% |
| Participant deferral / active EE | $2,091 | $6,423-67.4% | $6,026-65.3% | $5,352-60.9% |
| Admin fee / account holder | $1,097 | $9,516-88.5% | $8,175-86.6% | $9,541-88.5% |