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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 | $8,114 | $167,352-95.2% | $143,788-94.4% | $134,509-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -54.32% | 0.47%-54.8pp | -0.03%-54.3pp | 418.13%-472.5pp |
| Employer contribution / active EE | $2,181 | $5,620-61.2% | $4,952-56.0% | $4,741-54.0% |
| Participant deferral / active EE | $6,897 | $6,447+7.0% | $5,638+22.3% | $6,400+7.8% |
| Admin fee / account holder | $359 | $18,091-98.0% | $14,675-97.6% | $11,427-96.9% |