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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 | $15,000 | $167,353-91.0% | $143,797-89.6% | $134,545-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.78% | 0.48%-32.3pp | -0.04%-31.7pp | 418.37%-450.1pp |
| Employer contribution / active EE | $1,842 | $5,620-67.2% | $4,952-62.8% | $4,742-61.1% |
| Participant deferral / active EE | $5,593 | $6,447-13.3% | $5,638-0.8% | $6,401-12.6% |
| Admin fee / account holder | $3,524 | $18,096-80.5% | $14,679-76.0% | $11,431-69.2% |