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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 | $4,163 | $95,895-95.7% | $79,576-94.8% | $134,509-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.10% | -2.72%-20.4pp | 0.15%-23.2pp | 418.13%-441.2pp |
| Employer contribution / active EE | $1,784 | $3,128-43.0% | $2,413-26.1% | $4,741-62.4% |
| Participant deferral / active EE | $2,338 | $4,693-50.2% | $3,985-41.3% | $6,400-63.5% |
| Admin fee / account holder | $2,573 | $9,129-71.8% | $6,834-62.4% | $11,427-77.5% |