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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 | $6,199 | $133,998-95.4% | $112,263-94.5% | $134,545-95.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -51.92% | 47.17%-99.1pp | 27.49%-79.4pp | 418.37%-470.3pp |
| Employer contribution / active EE | $4,628 | $4,040+14.5% | $3,636+27.3% | $4,742-2.4% |
| Participant deferral / active EE | $5,273 | $5,292-0.4% | $4,729+11.5% | $6,401-17.6% |
| Admin fee / account holder | $4,965 | $7,493-33.7% | $6,410-22.5% | $11,431-56.6% |