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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 | $18,509 | $77,817-76.2% | $123,553-85.0% | $64,173-71.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.71% | 12.49%-21.2pp | 119.21%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,641 | $3,014+54.0% | $4,628+0.3% | $2,381+94.9% |
| Participant deferral / active EE | $7,395 | $5,240+41.1% | $6,426+15.1% | $3,470+113.1% |
| Admin fee / account holder | $658 | $5,519-88.1% | $9,284-92.9% | $4,887-86.5% |