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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 | $11,706 | $153,311-92.4% | $109,313-89.3% | $273,972-95.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.81% | 29.86%-30.7pp | 22.07%-22.9pp | 41.46%-42.3pp |
| Employer contribution / active EE | $1,562 | $5,619-72.2% | $3,892-59.9% | $4,869-67.9% |
| Participant deferral / active EE | $2,524 | $3,932-35.8% | $3,166-20.3% | $5,287-52.3% |
| Admin fee / account holder | $485 | $8,076-94.0% | $5,666-91.4% | $10,133-95.2% |