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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 | $18,964 | $60,349-68.6% | $74,184-74.4% | $62,881-69.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.85% | 21.38%-24.2pp | 17.74%-20.6pp | 20.14%-23.0pp |
| Employer contribution / active EE | $3,310 | $1,680+97.0% | $2,370+39.6% | $2,281+45.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,208 | $4,261-48.2% | $5,586-60.5% | $4,296-48.6% |