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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 | $20,445 | $67,411-69.7% | $91,004-77.5% | $70,126-70.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 4.08% | -40.16%+44.2pp | 4.60%-0.5pp | 73.15%-69.1pp |
| Employer contribution / active EE | $1,834 | $1,786+2.7% | $2,456-25.3% | $2,343-21.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,837 | $4,236-56.6% | $5,417-66.1% | $4,645-60.4% |