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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 | $15,923 | $87,132-81.7% | $105,624-84.9% | $80,959-80.3% |
| Participation rate | 97.6% | 70.4%+27.1pp | 75.3%+22.3pp | 67.7%+29.9pp |
| Annual return | -19.80% | 17.03%-36.8pp | 116.20%-136.0pp | 35.67%-55.5pp |
| Employer contribution / active EE | $4,600 | $2,397+91.9% | $3,168+45.2% | $2,757+66.8% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,274 | $8,449-73.1% | $10,961-79.3% | $6,925-67.2% |