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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 | $12,057 | $211,946-94.3% | $169,452-92.9% | $135,382-91.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -34.95% | 3.26%-38.2pp | 1.83%-36.8pp | 519.77%-554.7pp |
| Employer contribution / active EE | $3,386 | $5,117-33.8% | $4,157-18.5% | $4,779-29.1% |
| Participant deferral / active EE | $7,868 | $6,075+29.5% | $5,277+49.1% | $5,609+40.3% |
| Admin fee / account holder | $1,300 | $11,472-88.7% | $9,110-85.7% | $10,829-88.0% |