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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 | $22,445 | $181,896-87.7% | $156,551-85.7% | $273,972-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.48% | 30.74%-32.2pp | 32.23%-33.7pp | 41.46%-42.9pp |
| Employer contribution / active EE | $2,855 | $6,248-54.3% | $5,501-48.1% | $4,869-41.4% |
| Participant deferral / active EE | $2,092 | $5,550-62.3% | $4,871-57.1% | $5,287-60.4% |
| Admin fee / account holder | $10,293 | $15,560-33.9% | $13,028-21.0% | $10,133+1.6% |