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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 | $10,989 | $167,522-93.4% | $151,639-92.8% | $134,532-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.08% | 7.81%-39.9pp | 3.34%-35.4pp | 418.27%-450.3pp |
| Employer contribution / active EE | $2,982 | $6,828-56.3% | $6,165-51.6% | $4,741-37.1% |
| Participant deferral / active EE | $9,665 | $8,986+7.6% | $8,363+15.6% | $6,401+51.0% |
| Admin fee / account holder | $466 | $13,780-96.6% | $11,613-96.0% | $11,429-95.9% |