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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 | $24,101 | $147,167-83.6% | $111,392-78.4% | $135,380-82.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -11.86% | -4.44%-7.4pp | -2.06%-9.8pp | 519.81%-531.7pp |
| Employer contribution / active EE | $4,631 | $5,204-11.0% | $4,328+7.0% | $4,779-3.1% |
| Participant deferral / active EE | $5,634 | $6,565-14.2% | $5,567+1.2% | $5,609+0.4% |
| Admin fee / account holder | $2,223 | $20,270-89.0% | $12,266-81.9% | $10,828-79.5% |