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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 | $5,278 | $167,504-96.8% | $151,628-96.5% | $134,509-96.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.02% | 7.81%-34.8pp | 3.34%-30.4pp | 418.13%-445.2pp |
| Employer contribution / active EE | $4,200 | $6,828-38.5% | $6,165-31.9% | $4,741-11.4% |
| Participant deferral / active EE | $5,439 | $8,985-39.5% | $8,363-35.0% | $6,400-15.0% |
| Admin fee / account holder | $1,573 | $13,779-88.6% | $11,613-86.5% | $11,427-86.2% |