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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 | $8,224 | $127,387-93.5% | $115,038-92.9% | $125,389-93.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.81% | 31.28%-35.1pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $3,765 | $5,166-27.1% | $4,608-18.3% | $4,866-22.6% |
| Participant deferral / active EE | $3,400 | $6,423-47.1% | $6,026-43.6% | $5,352-36.5% |
| Admin fee / account holder | $5,170 | $9,516-45.7% | $8,175-36.8% | $9,541-45.8% |