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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 | $5,458 | $124,425-95.6% | $112,040-95.1% | $137,256-96.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -2.04% | 24.72%-26.8pp | 24.52%-26.6pp | 220.34%-222.4pp |
| Employer contribution / active EE | $1,103 | $3,411-67.7% | $2,954-62.7% | $4,156-73.5% |
| Participant deferral / active EE | $2,733 | $5,718-52.2% | $5,098-46.4% | $6,407-57.3% |
| Admin fee / account holder | $633 | $15,207-95.8% | $12,098-94.8% | $12,270-94.8% |