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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 | $16,739 | $106,524-84.3% | $152,301-89.0% | $87,485-80.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.4%+15.4pp | 68.9%+28.9pp |
| Annual return | -6.35% | 26.89%-33.2pp | 80.50%-86.8pp | 26.06%-32.4pp |
| Employer contribution / active EE | $608 | $3,371-82.0% | $4,624-86.8% | $2,596-76.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $506 | $8,287-93.9% | $14,398-96.5% | $7,775-93.5% |