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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 | $13,598 | $162,136-91.6% | $152,301-91.1% | $154,746-91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -11.21% | 91.02%-102.2pp | 80.50%-91.7pp | 172.34%-183.5pp |
| Employer contribution / active EE | $1,488 | $4,890-69.6% | $4,624-67.8% | $4,379-66.0% |
| Participant deferral / active EE | $7,824 | $8,341-6.2% | $8,004-2.3% | $6,730+16.2% |
| Admin fee / account holder | $3,479 | $15,759-77.9% | $14,398-75.8% | $14,365-75.8% |