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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 | $24,723 | $78,428-68.5% | $95,960-74.2% | $79,852-69.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -3.66% | 19.37%-23.0pp | 91.63%-95.3pp | 31.72%-35.4pp |
| Employer contribution / active EE | $508 | $1,945-73.9% | $2,541-80.0% | $2,471-79.5% |
| Participant deferral / active EE | $2,743 | $3,440-20.3% | $4,167-34.2% | $3,740-26.7% |
| Admin fee / account holder | $5,039 | $5,622-10.4% | $6,797-25.9% | $5,306-5.0% |