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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 | $14,383 | $181,896-92.1% | $156,551-90.8% | $273,972-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -10.52% | 30.74%-41.3pp | 32.23%-42.7pp | 41.46%-52.0pp |
| Employer contribution / active EE | $5,560 | $6,248-11.0% | $5,501+1.1% | $4,869+14.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,037 | $15,560-93.3% | $13,028-92.0% | $10,133-89.8% |