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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 | $5,851 | $167,352-96.5% | $143,788-95.9% | $134,509-95.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.08% | 0.47%-24.6pp | -0.03%-24.1pp | 418.13%-442.2pp |
| Employer contribution / active EE | $2,561 | $5,620-54.4% | $4,952-48.3% | $4,741-46.0% |
| Participant deferral / active EE | $3,868 | $6,447-40.0% | $5,638-31.4% | $6,400-39.6% |
| Admin fee / account holder | $476 | $18,091-97.4% | $14,675-96.8% | $11,427-95.8% |