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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 | $14,023 | $100,805-86.1% | $86,698-83.8% | $134,532-89.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.26% | 29.09%-50.3pp | 35.95%-57.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,453 | $3,490-58.4% | $2,837-48.8% | $4,741-69.4% |
| Participant deferral / active EE | $5,700 | $5,339+6.8% | $4,656+22.4% | $6,401-11.0% |
| Admin fee / account holder | $578 | $10,925-94.7% | $7,493-92.3% | $11,429-94.9% |