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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 | $15,831 | $140,578-88.7% | $100,671-84.3% | $125,389-87.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -4.51% | 24.67%-29.2pp | 20.43%-24.9pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,344 | $3,981-16.0% | $3,144+6.4% | $5,352-37.5% |
| Admin fee / account holder | $927 | $6,716-86.2% | $4,850-80.9% | $9,541-90.3% |