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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 | $7,439 | $211,946-96.5% | $169,452-95.6% | $135,379-94.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -29.83% | 3.26%-33.1pp | 1.83%-31.7pp | 519.79%-549.6pp |
| Employer contribution / active EE | $1,808 | $5,117-64.7% | $4,157-56.5% | $4,779-62.2% |
| Participant deferral / active EE | $3,513 | $6,075-42.2% | $5,277-33.4% | $5,609-37.4% |
| Admin fee / account holder | $1,018 | $11,472-91.1% | $9,110-88.8% | $10,828-90.6% |