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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 | $9,517 | $140,592-93.2% | $123,105-92.3% | $125,389-92.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -11.13% | 16.80%-27.9pp | 13.22%-24.3pp | 282.24%-293.4pp |
| Employer contribution / active EE | $2,480 | $6,041-58.9% | $5,151-51.8% | $4,866-49.0% |
| Participant deferral / active EE | $6,366 | $6,980-8.8% | $6,229+2.2% | $5,352+18.9% |
| Admin fee / account holder | $568 | $11,198-94.9% | $9,014-93.7% | $9,541-94.0% |