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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 | $7,753 | $167,504-95.4% | $151,628-94.9% | $134,509-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.64% | 7.81%-33.4pp | 3.34%-29.0pp | 418.13%-443.8pp |
| Employer contribution / active EE | $1,848 | $6,828-72.9% | $6,165-70.0% | $4,741-61.0% |
| Participant deferral / active EE | $8,440 | $8,985-6.1% | $8,363+0.9% | $6,400+31.9% |
| Admin fee / account holder | $347 | $13,779-97.5% | $11,613-97.0% | $11,427-97.0% |