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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 | $11,159 | $117,895-90.5% | $102,460-89.1% | $145,897-92.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -15.42% | 31.92%-47.3pp | 29.47%-44.9pp | 552.29%-567.7pp |
| Employer contribution / active EE | $2,155 | $3,619-40.5% | $3,025-28.8% | $4,663-53.8% |
| Participant deferral / active EE | $4,958 | $5,736-13.6% | $5,056-1.9% | $6,689-25.9% |
| Admin fee / account holder | $1,665 | $13,353-87.5% | $9,460-82.4% | $13,390-87.6% |