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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 | $32,273 | $108,825-70.3% | $156,181-79.3% | $82,448-60.9% |
| Participation rate | 98.5% | 72.4%+26.1pp | 78.8%+19.7pp | 68.1%+30.4pp |
| Annual return | -3.17% | 20.59%-23.8pp | 64.87%-68.0pp | 41.64%-44.8pp |
| Employer contribution / active EE | $2,323 | $2,870-19.0% | $4,294-45.9% | $2,551-8.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $860 | $9,341-90.8% | $14,586-94.1% | $7,234-88.1% |