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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 | $12,895 | $142,392-90.9% | $119,622-89.2% | $134,532-90.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.28% | -12.46%-13.8pp | -14.98%-11.3pp | 418.27%-444.5pp |
| Employer contribution / active EE | $3,996 | $5,224-23.5% | $4,232-5.6% | $4,741-15.7% |
| Participant deferral / active EE | $7,798 | $6,467+20.6% | $5,601+39.2% | $6,401+21.8% |
| Admin fee / account holder | $743 | $13,593-94.5% | $10,328-92.8% | $11,429-93.5% |