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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 | $38,446 | $138,366-72.2% | $184,185-79.1% | $80,911-52.5% |
| Participation rate | 98.5% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | -0.81% | 20.02%-20.8pp | 28.81%-29.6pp | 35.63%-36.4pp |
| Employer contribution / active EE | $5,294 | $4,849+9.2% | $6,426-17.6% | $2,756+92.1% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,229 | $10,484-88.3% | $13,909-91.2% | $6,935-82.3% |