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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 | $12,017 | $61,660-80.5% | $80,022-85.0% | $64,173-81.3% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | -33.80% | -0.33%-33.5pp | 11.22%-45.0pp | 7.63%-41.4pp |
| Employer contribution / active EE | $8,350 | $1,810+361.2% | $2,468+238.3% | $2,381+250.7% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,034 | $5,417-62.4% | $6,521-68.8% | $4,887-58.4% |