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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 | $9,513 | $100,805-90.6% | $86,698-89.0% | $134,532-92.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -29.03% | 29.09%-58.1pp | 35.95%-65.0pp | 418.27%-447.3pp |
| Employer contribution / active EE | $3,961 | $3,490+13.5% | $2,837+39.6% | $4,741-16.5% |
| Participant deferral / active EE | $6,155 | $5,339+15.3% | $4,656+32.2% | $6,401-3.8% |
| Admin fee / account holder | $518 | $10,925-95.3% | $7,493-93.1% | $11,429-95.5% |