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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 | $12,163 | $167,362-92.7% | $143,799-91.5% | $134,532-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.72% | 0.47%-26.2pp | -0.04%-25.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $2,488 | $5,620-55.7% | $4,952-49.8% | $4,741-47.5% |
| Participant deferral / active EE | $8,099 | $6,447+25.6% | $5,638+43.6% | $6,401+26.5% |
| Admin fee / account holder | $432 | $18,094-97.6% | $14,677-97.1% | $11,429-96.2% |