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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 | $6,263 | $95,915-93.5% | $79,580-92.1% | $134,532-95.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.01% | -2.71%-21.3pp | 0.15%-24.2pp | 418.27%-442.3pp |
| Employer contribution / active EE | $3,274 | $3,129+4.6% | $2,413+35.6% | $4,741-31.0% |
| Participant deferral / active EE | $4,816 | $4,693+2.6% | $3,985+20.8% | $6,401-24.8% |
| Admin fee / account holder | $9,151 | $9,132+0.2% | $6,835+33.9% | $11,429-19.9% |