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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 | $10,496 | $90,486-88.4% | $78,676-86.7% | $273,972-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.96% | 75.62%-76.6pp | 62.19%-63.1pp | 41.46%-42.4pp |
| Employer contribution / active EE | $2,005 | $3,175-36.9% | $2,850-29.7% | $4,869-58.8% |
| Participant deferral / active EE | $2,024 | $3,901-48.1% | $3,517-42.5% | $5,287-61.7% |
| Admin fee / account holder | $4,265 | $5,263-19.0% | $4,510-5.4% | $10,133-57.9% |