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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 | $12,734 | $140,578-90.9% | $100,671-87.4% | $125,389-89.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.04% | 24.67%-29.7pp | 20.43%-25.5pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,592 | $5,965-73.3% | $4,012-60.3% | $4,866-67.3% |
| Participant deferral / active EE | $1,797 | $3,981-54.9% | $3,144-42.9% | $5,352-66.4% |
| Admin fee / account holder | $1,057 | $6,716-84.3% | $4,850-78.2% | $9,541-88.9% |