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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 | $12,450 | $113,941-89.1% | $94,229-86.8% | $125,389-90.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.37% | 5.29%-11.7pp | 10.68%-17.1pp | 282.24%-288.6pp |
| Employer contribution / active EE | $1,862 | $4,727-60.6% | $3,587-48.1% | $4,866-61.7% |
| Participant deferral / active EE | $7,035 | $5,179+35.8% | $4,320+62.8% | $5,352+31.5% |
| Admin fee / account holder | $435 | $8,392-94.8% | $6,269-93.1% | $9,541-95.4% |