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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 | $15,293 | $106,749-85.7% | $145,433-89.5% | $82,448-81.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -2.80% | 27.59%-30.4pp | 66.58%-69.4pp | 41.64%-44.4pp |
| Employer contribution / active EE | $3,016 | $3,444-12.5% | $4,554-33.8% | $2,551+18.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $738 | $8,390-91.2% | $13,129-94.4% | $7,234-89.8% |