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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 | $10,566 | $69,977-84.9% | $108,582-90.3% | $62,881-83.2% |
| Participation rate | 97.8% | 72.9%+24.9pp | 79.6%+18.2pp | 69.3%+28.4pp |
| Annual return | 0.40% | 10.73%-10.3pp | -51.70%+52.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $1,124 | $2,135-47.4% | $3,758-70.1% | $2,281-50.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $469 | $5,076-90.8% | $7,645-93.9% | $4,296-89.1% |