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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 | $17,523 | $77,976-77.5% | $81,367-78.5% | $125,389-86.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -7.59% | -2.85%-4.7pp | -0.92%-6.7pp | 282.24%-289.8pp |
| Employer contribution / active EE | $1,005 | $4,366-77.0% | $3,930-74.4% | $4,866-79.4% |
| Participant deferral / active EE | $2,757 | $5,646-51.2% | $5,383-48.8% | $5,352-48.5% |
| Admin fee / account holder | $8,192 | $12,476-34.3% | $8,926-8.2% | $9,541-14.1% |