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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 | $7,476 | $107,666-93.1% | $102,184-92.7% | $154,746-95.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | -78.02% | 29.33%-107.4pp | 31.58%-109.6pp | 172.34%-250.4pp |
| Employer contribution / active EE | $4,414 | $3,846+14.8% | $3,594+22.8% | $4,379+0.8% |
| Participant deferral / active EE | $5,718 | $8,719-34.4% | $8,309-31.2% | $6,730-15.0% |
| Admin fee / account holder | $1,205 | $12,943-90.7% | $11,609-89.6% | $14,365-91.6% |