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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 | $6,016 | $167,522-96.4% | $151,639-96.0% | $134,532-95.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -37.89% | 7.81%-45.7pp | 3.34%-41.2pp | 418.27%-456.2pp |
| Employer contribution / active EE | $3,502 | $6,828-48.7% | $6,165-43.2% | $4,741-26.1% |
| Participant deferral / active EE | $5,151 | $8,986-42.7% | $8,363-38.4% | $6,401-19.5% |
| Admin fee / account holder | $982 | $13,780-92.9% | $11,613-91.5% | $11,429-91.4% |