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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 | $12,854 | $76,371-83.2% | $93,621-86.3% | $72,976-82.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -0.49% | 25.82%-26.3pp | 32.76%-33.2pp | 81.02%-81.5pp |
| Employer contribution / active EE | $2,150 | $2,276-5.5% | $2,719-20.9% | $2,440-11.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,607 | $6,839-76.5% | $7,890-79.6% | $5,124-68.6% |