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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 | $18,132 | $96,233-81.2% | $137,474-86.8% | $94,015-80.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | -12.12% | 16.05%-28.2pp | 11.53%-23.6pp | 17.84%-30.0pp |
| Employer contribution / active EE | $3,849 | $3,713+3.6% | $5,048-23.8% | $2,790+37.9% |
| Participant deferral / active EE | $0 | $5,018-100.0% | $6,155-100.0% | $4,249-100.0% |
| Admin fee / account holder | $837 | $7,029-88.1% | $10,602-92.1% | $8,951-90.6% |