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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 | $12,620 | $167,353-92.5% | $143,797-91.2% | $134,545-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.47% | 0.48%-23.9pp | -0.04%-23.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,651 | $5,620-70.6% | $4,952-66.7% | $4,742-65.2% |
| Participant deferral / active EE | $5,007 | $6,447-22.3% | $5,638-11.2% | $6,401-21.8% |
| Admin fee / account holder | $819 | $18,096-95.5% | $14,679-94.4% | $11,431-92.8% |