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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 | $18,589 | $65,378-71.6% | $87,103-78.7% | $65,186-71.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | -30.55% | 31.28%-61.8pp | 28.19%-58.7pp | 29.39%-59.9pp |
| Employer contribution / active EE | $2,645 | $1,823+45.1% | $2,521+4.9% | $2,177+21.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $794 | $520+52.8% | $7,491-89.4% | $847-6.3% |