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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 | $8,100 | $167,362-95.2% | $143,799-94.4% | $134,532-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.98% | 0.47%-24.5pp | -0.04%-23.9pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,454 | $5,620-74.1% | $4,952-70.6% | $4,741-69.3% |
| Participant deferral / active EE | $4,954 | $6,447-23.2% | $5,638-12.1% | $6,401-22.6% |
| Admin fee / account holder | $562 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |