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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 | $7,895 | $129,959-93.9% | $104,301-92.4% | $134,532-94.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.84% | 42.04%-64.9pp | 24.61%-47.5pp | 418.27%-441.1pp |
| Employer contribution / active EE | $3,328 | $4,185-20.5% | $3,373-1.3% | $4,741-29.8% |
| Participant deferral / active EE | $4,041 | $5,589-27.7% | $4,626-12.7% | $6,401-36.9% |
| Admin fee / account holder | $3,782 | $9,325-59.4% | $7,340-48.5% | $11,429-66.9% |