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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 | $7,435 | $92,219-91.9% | $76,768-90.3% | $135,379-94.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.23% | 5.46%-16.7pp | 2.43%-13.7pp | 519.79%-531.0pp |
| Employer contribution / active EE | $2,107 | $3,216-34.5% | $2,485-15.2% | $4,779-55.9% |
| Participant deferral / active EE | $1,674 | $4,508-62.9% | $3,852-56.5% | $5,609-70.1% |
| Admin fee / account holder | $1,029 | $10,749-90.4% | $6,675-84.6% | $10,828-90.5% |