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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 | $21,584 | $113,941-81.1% | $94,229-77.1% | $125,389-82.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.21% | 5.29%-11.5pp | 10.68%-16.9pp | 282.24%-288.5pp |
| Employer contribution / active EE | $4,095 | $4,727-13.4% | $3,587+14.2% | $4,866-15.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $345 | $8,392-95.9% | $6,269-94.5% | $9,541-96.4% |