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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 | $15,920 | $213,785-92.6% | $185,441-91.4% | $155,188-89.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | -58.60% | 19.97%-78.6pp | 20.16%-78.8pp | 148.84%-207.4pp |
| Employer contribution / active EE | $4,093 | $5,393-24.1% | $4,672-12.4% | $4,248-3.6% |
| Participant deferral / active EE | $5,442 | $6,864-20.7% | $6,152-11.5% | $6,531-16.7% |
| Admin fee / account holder | $2,475 | $21,134-88.3% | $17,890-86.2% | $14,480-82.9% |