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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 | $26,476 | $64,909-59.2% | $82,312-67.8% | $62,293-57.5% |
| Participation rate | 99.0% | 74.9%+24.1pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | -7.73% | 21.18%-28.9pp | 25.88%-33.6pp | 28.90%-36.6pp |
| Employer contribution / active EE | $4,925 | $1,676+193.9% | $2,428+102.8% | $2,042+141.2% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,197 | $440+172.3% | $5,608-78.7% | $479+149.7% |