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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 | $15,069 | $167,533-91.0% | $151,645-90.1% | $134,545-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.57% | 7.81%-33.4pp | 3.34%-28.9pp | 418.37%-443.9pp |
| Employer contribution / active EE | $3,170 | $6,828-53.6% | $6,165-48.6% | $4,742-33.1% |
| Participant deferral / active EE | $10,106 | $8,985+12.5% | $8,363+20.8% | $6,401+57.9% |
| Admin fee / account holder | $2,141 | $13,781-84.5% | $11,614-81.6% | $11,431-81.3% |