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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 | $18,172 | $76,551-76.3% | $123,894-85.3% | $62,881-71.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -11.22% | 18.68%-29.9pp | 47.52%-58.7pp | 20.14%-31.4pp |
| Employer contribution / active EE | $1,226 | $2,882-57.5% | $4,617-73.4% | $2,281-46.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $488 | $4,826-89.9% | $8,357-94.2% | $4,296-88.6% |