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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 | $6,025 | $167,533-96.4% | $151,645-96.0% | $134,545-95.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.07% | 7.81%-35.9pp | 3.34%-31.4pp | 418.37%-446.4pp |
| Employer contribution / active EE | $2,420 | $6,828-64.6% | $6,165-60.7% | $4,742-49.0% |
| Participant deferral / active EE | $4,244 | $8,985-52.8% | $8,363-49.3% | $6,401-33.7% |
| Admin fee / account holder | $1,015 | $13,781-92.6% | $11,614-91.3% | $11,431-91.1% |