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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 | $14,137 | $154,228-90.8% | $145,433-90.3% | $137,256-89.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -25.93% | 74.59%-100.5pp | 66.58%-92.5pp | 220.34%-246.3pp |
| Employer contribution / active EE | $2,520 | $4,804-47.5% | $4,554-44.7% | $4,156-39.4% |
| Participant deferral / active EE | $3,780 | $8,216-54.0% | $7,897-52.1% | $6,407-41.0% |
| Admin fee / account holder | $4,713 | $14,344-67.1% | $13,129-64.1% | $12,270-61.6% |