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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 | $4,905 | $201,370-97.6% | $184,256-97.3% | $145,897-96.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -39.80% | 29.05%-68.8pp | 28.85%-68.6pp | 552.29%-592.1pp |
| Employer contribution / active EE | $5,195 | $7,024-26.0% | $6,427-19.2% | $4,663+11.4% |
| Participant deferral / active EE | $3,400 | $9,808-65.3% | $9,133-62.8% | $6,689-49.2% |
| Admin fee / account holder | $14,519 | $16,364-11.3% | $13,899+4.5% | $13,390+8.4% |