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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 | $10,479 | $47,848-78.1% | $81,473-87.1% | $70,126-85.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | -1.29% | 27.25%-28.5pp | 38.78%-40.1pp | 73.15%-74.4pp |
| Employer contribution / active EE | $1,375 | $1,527-10.0% | $2,568-46.5% | $2,343-41.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,083 | $3,145-65.6% | $4,561-76.3% | $4,645-76.7% |