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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 | $6,528 | $100,805-93.5% | $86,698-92.5% | $134,532-95.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.85% | 29.09%-51.9pp | 35.95%-58.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $3,402 | $3,490-2.5% | $2,837+19.9% | $4,741-28.2% |
| Participant deferral / active EE | $3,843 | $5,339-28.0% | $4,656-17.5% | $6,401-40.0% |
| Admin fee / account holder | $353 | $10,925-96.8% | $7,493-95.3% | $11,429-96.9% |