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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 | $20,039 | $69,977-71.4% | $108,582-81.5% | $62,881-68.1% |
| Participation rate | 97.6% | 72.9%+24.7pp | 79.6%+18.0pp | 69.3%+28.3pp |
| Annual return | 4.45% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,683 | $2,135+25.7% | $3,758-28.6% | $2,281+17.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $980 | $5,076-80.7% | $7,645-87.2% | $4,296-77.2% |