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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 | $23,916 | $86,949-72.5% | $102,460-76.7% | $80,959-70.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -3.18% | 18.89%-22.1pp | 29.47%-32.6pp | 35.67%-38.8pp |
| Employer contribution / active EE | $2,830 | $2,370+19.4% | $3,025-6.4% | $2,757+2.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,219 | $8,048-60.0% | $9,460-66.0% | $6,925-53.5% |