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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 | $4,402 | $167,352-97.4% | $143,788-96.9% | $134,509-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.95% | 0.47%-36.4pp | -0.03%-35.9pp | 418.13%-454.1pp |
| Employer contribution / active EE | $3,572 | $5,620-36.4% | $4,952-27.9% | $4,741-24.7% |
| Participant deferral / active EE | $4,394 | $6,447-31.8% | $5,638-22.1% | $6,400-31.3% |
| Admin fee / account holder | $2,078 | $18,091-88.5% | $14,675-85.8% | $11,427-81.8% |