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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 | $14,566 | $87,542-83.4% | $75,782-80.8% | $125,393-88.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.09% | 13.48%-18.6pp | 9.68%-14.8pp | 282.23%-287.3pp |
| Employer contribution / active EE | $5,872 | $3,930+49.4% | $3,323+76.7% | $4,866+20.7% |
| Participant deferral / active EE | $7,646 | $4,229+80.8% | $3,652+109.4% | $5,351+42.9% |
| Admin fee / account holder | $724 | $6,502-88.9% | $5,300-86.3% | $9,541-92.4% |