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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 | $16,003 | $90,590-82.3% | $90,782-82.4% | $135,380-88.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -16.56% | -3.40%-13.2pp | -3.42%-13.1pp | 519.81%-536.4pp |
| Employer contribution / active EE | $2,819 | $4,352-35.2% | $4,105-31.3% | $4,779-41.0% |
| Participant deferral / active EE | $2,819 | $5,407-47.9% | $5,366-47.5% | $5,609-49.8% |
| Admin fee / account holder | $383 | $7,683-95.0% | $5,908-93.5% | $10,828-96.5% |