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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 | $7,287 | $133,998-94.6% | $112,263-93.5% | $134,545-94.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.07% | 47.17%-71.2pp | 27.49%-51.6pp | 418.37%-442.4pp |
| Employer contribution / active EE | $5,004 | $4,040+23.9% | $3,636+37.6% | $4,742+5.5% |
| Participant deferral / active EE | $6,419 | $5,292+21.3% | $4,729+35.7% | $6,401+0.3% |
| Admin fee / account holder | $3,306 | $7,493-55.9% | $6,410-48.4% | $11,431-71.1% |