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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 | $7,100 | $95,915-92.6% | $79,580-91.1% | $134,532-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.65% | -2.71%-18.9pp | 0.15%-21.8pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,096 | $3,129-65.0% | $2,413-54.6% | $4,741-76.9% |
| Participant deferral / active EE | $3,372 | $4,693-28.2% | $3,985-15.4% | $6,401-47.3% |
| Admin fee / account holder | $349 | $9,132-96.2% | $6,835-94.9% | $11,429-96.9% |