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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 | $11,195 | $167,352-93.3% | $143,788-92.2% | $134,509-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.16% | 0.47%-21.6pp | -0.03%-21.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,756 | $5,620-68.8% | $4,952-64.5% | $4,741-63.0% |
| Participant deferral / active EE | $2,480 | $6,447-61.5% | $5,638-56.0% | $6,400-61.3% |
| Admin fee / account holder | $1,648 | $18,091-90.9% | $14,675-88.8% | $11,427-85.6% |