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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 | $19,757 | $167,522-88.2% | $151,639-87.0% | $134,532-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.70% | 7.81%-31.5pp | 3.34%-27.0pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,778 | $6,828-59.3% | $6,165-54.9% | $4,741-41.4% |
| Participant deferral / active EE | $6,995 | $8,986-22.2% | $8,363-16.4% | $6,401+9.3% |
| Admin fee / account holder | $1,183 | $13,780-91.4% | $11,613-89.8% | $11,429-89.7% |