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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 | $8,362 | $111,814-92.5% | $103,374-91.9% | $145,959-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.68% | 24.77%-30.4pp | 24.89%-30.6pp | 561.95%-567.6pp |
| Employer contribution / active EE | $3,333 | $4,214-20.9% | $3,869-13.9% | $4,661-28.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $312 | $9,754-96.8% | $8,394-96.3% | $13,398-97.7% |