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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 | $10,963 | $155,555-93.0% | $146,866-92.5% | $155,188-92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -47.37% | 115.41%-162.8pp | 102.85%-150.2pp | 148.84%-196.2pp |
| Employer contribution / active EE | $3,446 | $4,647-25.8% | $4,425-22.1% | $4,248-18.9% |
| Participant deferral / active EE | $4,751 | $8,044-40.9% | $7,759-38.8% | $6,531-27.3% |
| Admin fee / account holder | $1,088 | $14,755-92.6% | $13,620-92.0% | $14,480-92.5% |