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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 | $5,789 | $113,941-94.9% | $94,229-93.9% | $125,389-95.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -28.12% | 5.29%-33.4pp | 10.68%-38.8pp | 282.24%-310.4pp |
| Employer contribution / active EE | $2,777 | $4,727-41.3% | $3,587-22.6% | $4,866-42.9% |
| Participant deferral / active EE | $4,243 | $5,179-18.1% | $4,320-1.8% | $5,352-20.7% |
| Admin fee / account holder | $337 | $8,392-96.0% | $6,269-94.6% | $9,541-96.5% |