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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 | $13,049 | $86,298-84.9% | $111,308-88.3% | $85,847-84.8% |
| Participation rate | 98.6% | 73.3%+25.2pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | -6.42% | 19.99%-26.4pp | 54.67%-61.1pp | 318.61%-325.0pp |
| Employer contribution / active EE | $5,125 | $2,044+150.8% | $2,732+87.6% | $2,565+99.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,810 | $8,189-77.9% | $7,965-77.3% | $6,261-71.1% |