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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 | $17,429 | $72,492-76.0% | $87,104-80.0% | $72,975-76.1% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.6pp |
| Annual return | -18.11% | 24.46%-42.6pp | 28.19%-46.3pp | 81.01%-99.1pp |
| Employer contribution / active EE | $7,754 | $1,894+309.4% | $2,521+207.5% | $2,440+217.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,429 | $5,055-32.2% | $7,491-54.2% | $5,124-33.1% |