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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 | $54,185 | $564,480-90.4% | $40,796+32.8% | $564,480-90.4% |
| Participation rate | 100.0% | 89.1%+10.9pp | 66.7%+33.3pp | 89.1%+10.9pp |
| Annual return | -23.64% | -14.07%-9.6pp | -15.01%-8.6pp | -14.07%-9.6pp |
| Employer contribution / active EE | $4,022 | $29,221-86.2% | $10,071-60.1% | $29,221-86.2% |
| Participant deferral / active EE | $3,821 | $5,729-33.3% | $3,8210% | $5,729-33.3% |
| Admin fee / account holder | $22,263 | $27,140-18.0% | $12,616+76.5% | $27,140-18.0% |