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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 | $9,948 | $100,805-90.1% | $86,698-88.5% | $134,532-92.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.07% | 29.09%-50.2pp | 35.95%-57.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,370 | $3,490-60.7% | $2,837-51.7% | $4,741-71.1% |
| Participant deferral / active EE | $2,400 | $5,339-55.0% | $4,656-48.5% | $6,401-62.5% |
| Admin fee / account holder | $401 | $10,925-96.3% | $7,493-94.6% | $11,429-96.5% |