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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 | $138,386-72.2% | $184,260-79.1% | $80,935-52.5% |
| Participation rate | 98.5% | 83.9%+14.6pp | 86.8%+11.7pp | 67.7%+30.9pp |
| Annual return | -0.81% | 20.02%-20.8pp | 28.84%-29.6pp | 35.66%-36.5pp |
| Employer contribution / active EE | $5,294 | $4,851+9.1% | $6,427-17.6% | $2,757+92.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,229 | $10,489-88.3% | $13,898-91.2% | $6,924-82.3% |