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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 | $11,198 | $133,981-91.6% | $112,249-90.0% | $134,532-91.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.15% | 47.16%-70.3pp | 27.48%-50.6pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,375 | $4,040-66.0% | $3,636-62.2% | $4,741-71.0% |
| Participant deferral / active EE | $3,207 | $5,292-39.4% | $4,729-32.2% | $6,401-49.9% |
| Admin fee / account holder | $786 | $7,492-89.5% | $6,412-87.7% | $11,429-93.1% |