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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 | $96,052-81.1% | $118,106-84.6% | $87,485-79.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | -12.12% | 24.16%-36.3pp | 19.44%-31.6pp | 26.06%-38.2pp |
| Employer contribution / active EE | $3,849 | $3,939-2.3% | $4,698-18.1% | $2,596+48.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $6,619-100.0% | $4,274-100.0% |
| Admin fee / account holder | $837 | $7,618-89.0% | $8,973-90.7% | $7,775-89.2% |