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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 | $144,206 | $266,915-46.0% | $319,010-54.8% | $350,051-58.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | -15.75% | 12.39%-28.1pp | 10.22%-26.0pp | -14.65%-1.1pp |
| Employer contribution / active EE | $36,513 | $53,662-32.0% | $51,198-28.7% | $46,321-21.2% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $2,064 | $9,726-78.8% | $10,810-80.9% | $14,582-85.8% |