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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 | $6,857 | $90,538-92.4% | $88,457-92.2% | $154,746-95.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | -0.10% | 37.97%-38.1pp | 32.69%-32.8pp | 172.34%-172.4pp |
| Employer contribution / active EE | $1,581 | $4,914-67.8% | $4,681-66.2% | $4,379-63.9% |
| Participant deferral / active EE | $1,393 | $6,073-77.1% | $5,667-75.4% | $6,730-79.3% |
| Admin fee / account holder | $683 | $10,337-93.4% | $9,606-92.9% | $14,365-95.2% |