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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 | $7,162 | $87,546-91.8% | $75,784-90.5% | $125,389-94.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.04% | 13.49%-18.5pp | 9.68%-14.7pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,685 | $3,930-57.1% | $3,323-49.3% | $4,866-65.4% |
| Participant deferral / active EE | $4,743 | $4,230+12.1% | $3,652+29.9% | $5,352-11.4% |
| Admin fee / account holder | $331 | $6,503-94.9% | $5,300-93.8% | $9,541-96.5% |