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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 | $9,730 | $133,981-92.7% | $112,249-91.3% | $134,532-92.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.84% | 47.16%-72.0pp | 27.48%-52.3pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,460 | $4,040-39.1% | $3,636-32.4% | $4,741-48.1% |
| Participant deferral / active EE | $5,104 | $5,292-3.6% | $4,729+7.9% | $6,401-20.3% |
| Admin fee / account holder | $4,416 | $7,492-41.1% | $6,412-31.1% | $11,429-61.4% |