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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 | $12,630 | $167,362-92.5% | $143,799-91.2% | $134,532-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.20% | 0.47%-24.7pp | -0.04%-24.2pp | 418.27%-442.5pp |
| Employer contribution / active EE | $2,290 | $5,620-59.3% | $4,952-53.8% | $4,741-51.7% |
| Participant deferral / active EE | $6,084 | $6,447-5.6% | $5,638+7.9% | $6,401-5.0% |
| Admin fee / account holder | $315 | $18,094-98.3% | $14,677-97.9% | $11,429-97.2% |