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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 | $15,927 | $51,708-69.2% | $106,619-85.1% | $62,881-74.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -0.57% | 4.69%-5.3pp | 9.42%-10.0pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,889 | $1,764+7.1% | $3,947-52.1% | $2,281-17.2% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,712 | $3,349-48.9% | $6,418-73.3% | $4,296-60.2% |