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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 | $12,696 | $93,064-86.4% | $74,577-83.0% | $273,972-95.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -4.95% | 26.18%-31.1pp | 20.47%-25.4pp | 41.46%-46.4pp |
| Employer contribution / active EE | $3,059 | $3,160-3.2% | $2,525+21.1% | $4,869-37.2% |
| Participant deferral / active EE | $1,345 | $4,160-67.7% | $3,458-61.1% | $5,287-74.6% |
| Admin fee / account holder | $1,351 | $5,273-74.4% | $4,138-67.4% | $10,133-86.7% |