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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 | $17,828 | $167,362-89.3% | $143,799-87.6% | $134,532-86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.15% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $4,223 | $5,620-24.9% | $4,952-14.7% | $4,741-10.9% |
| Participant deferral / active EE | $13,073 | $6,447+102.8% | $5,638+131.9% | $6,401+104.2% |
| Admin fee / account holder | $5,605 | $18,094-69.0% | $14,677-61.8% | $11,429-51.0% |