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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 | $7,132 | $153,311-95.3% | $109,313-93.5% | $273,972-97.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.08% | 29.86%-29.9pp | 22.07%-22.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,598 | $5,619-36.0% | $3,892-7.6% | $4,869-26.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,537 | $8,076-68.6% | $5,666-55.2% | $10,133-75.0% |