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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 | $14,911 | $50,947-70.7% | $74,551-80.0% | $64,173-76.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.35% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,464 | $1,115+31.2% | $1,961-25.3% | $2,381-38.5% |
| Participant deferral / active EE | $3,315 | $2,302+44.1% | $3,108+6.7% | $3,470-4.4% |
| Admin fee / account holder | $1,023 | $4,221-75.8% | $5,059-79.8% | $4,887-79.1% |