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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 | $15,271 | $167,522-90.9% | $151,639-89.9% | $134,532-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.37% | 7.81%-38.2pp | 3.34%-33.7pp | 418.27%-448.6pp |
| Employer contribution / active EE | $5,568 | $6,828-18.5% | $6,165-9.7% | $4,741+17.4% |
| Participant deferral / active EE | $8,118 | $8,986-9.7% | $8,363-2.9% | $6,401+26.8% |
| Admin fee / account holder | $6,505 | $13,780-52.8% | $11,613-44.0% | $11,429-43.1% |