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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 | $6,693 | $167,353-96.0% | $143,797-95.3% | $134,545-95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.69% | 0.48%-29.2pp | -0.04%-28.6pp | 418.37%-447.1pp |
| Employer contribution / active EE | $1,545 | $5,620-72.5% | $4,952-68.8% | $4,742-67.4% |
| Participant deferral / active EE | $4,184 | $6,447-35.1% | $5,638-25.8% | $6,401-34.6% |
| Admin fee / account holder | $459 | $18,096-97.5% | $14,679-96.9% | $11,431-96.0% |