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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 | $17,692 | $90,590-80.5% | $90,782-80.5% | $135,379-86.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.84% | -3.40%-6.4pp | -3.42%-6.4pp | 519.79%-529.6pp |
| Employer contribution / active EE | $3,067 | $4,352-29.5% | $4,105-25.3% | $4,779-35.8% |
| Participant deferral / active EE | $5,189 | $5,407-4.0% | $5,366-3.3% | $5,609-7.5% |
| Admin fee / account holder | $779 | $7,683-89.9% | $5,908-86.8% | $10,828-92.8% |