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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 | $13,291 | $72,177-81.6% | $115,038-88.4% | $59,633-77.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -3.85% | 12.02%-15.9pp | 26.14%-30.0pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,012 | $2,841-29.2% | $4,608-56.3% | $2,203-8.6% |
| Participant deferral / active EE | $2,225 | $4,783-53.5% | $6,026-63.1% | $3,192-30.3% |
| Admin fee / account holder | $662 | $4,927-86.6% | $8,175-91.9% | $4,297-84.6% |