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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 | $5,985 | $95,895-93.8% | $79,576-92.5% | $134,509-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.82% | -2.72%-19.1pp | 0.15%-22.0pp | 418.13%-439.9pp |
| Employer contribution / active EE | $2,294 | $3,128-26.7% | $2,413-4.9% | $4,741-51.6% |
| Participant deferral / active EE | $2,294 | $4,693-51.1% | $3,985-42.4% | $6,400-64.2% |
| Admin fee / account holder | $6,972 | $9,129-23.6% | $6,834+2.0% | $11,427-39.0% |