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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 | $10,828 | $185,312-94.2% | $161,489-93.3% | $154,746-93.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -5.45% | 103.84%-109.3pp | 89.72%-95.2pp | 172.34%-177.8pp |
| Employer contribution / active EE | $1,550 | $4,769-67.5% | $4,268-63.7% | $4,379-64.6% |
| Participant deferral / active EE | $9,156 | $6,350+44.2% | $5,630+62.6% | $6,730+36.0% |
| Admin fee / account holder | $1,678 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |