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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 | $19,096 | $61,660-69.0% | $80,022-76.1% | $64,173-70.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -18.95% | -0.33%-18.6pp | 11.22%-30.2pp | 7.63%-26.6pp |
| Employer contribution / active EE | $3,562 | $1,810+96.7% | $2,468+44.3% | $2,381+49.6% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,379 | $5,417-37.6% | $6,521-48.2% | $4,887-30.9% |