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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 | $90,674-80.0% | $96,707-81.3% | $82,448-78.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | -12.12% | 49.05%-61.2pp | 34.78%-46.9pp | 41.64%-53.8pp |
| Employer contribution / active EE | $3,849 | $3,975-3.2% | $4,191-8.2% | $2,551+50.9% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $837 | $7,568-88.9% | $7,503-88.8% | $7,234-88.4% |