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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 | $114,712-71.9% | $173,730-81.4% | $87,485-63.1% |
| Participation rate | 98.5% | 73.0%+25.5pp | 79.6%+18.9pp | 68.9%+29.6pp |
| Annual return | -3.17% | 20.18%-23.3pp | 19.96%-23.1pp | 26.06%-29.2pp |
| Employer contribution / active EE | $2,323 | $2,904-20.0% | $4,577-49.2% | $2,596-10.5% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $860 | $10,210-91.6% | $17,523-95.1% | $7,775-88.9% |