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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 | $100,970-92.6% | $96,576-92.3% | $137,256-94.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -78.02% | 38.16%-116.2pp | 38.47%-116.5pp | 220.34%-298.4pp |
| Employer contribution / active EE | $4,414 | $3,809+15.9% | $3,553+24.2% | $4,156+6.2% |
| Participant deferral / active EE | $5,718 | $8,286-31.0% | $7,956-28.1% | $6,407-10.8% |
| Admin fee / account holder | $1,205 | $11,312-89.3% | $11,381-89.4% | $12,270-90.2% |