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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 | $12,249 | $76,312-83.9% | $67,221-81.8% | $158,982-92.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -6.08% | 22.77%-28.8pp | 20.72%-26.8pp | 302.99%-309.1pp |
| Employer contribution / active EE | $3,487 | $4,476-22.1% | $3,723-6.3% | $4,763-26.8% |
| Participant deferral / active EE | $1,591 | $5,264-69.8% | $4,384-63.7% | $5,983-73.4% |
| Admin fee / account holder | $2,917 | $8,005-63.6% | $5,844-50.1% | $11,252-74.1% |