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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 | $16,529 | $72,177-77.1% | $115,038-85.6% | $59,633-72.3% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | -2.67% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $556 | $2,841-80.4% | $4,608-87.9% | $2,203-74.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $451 | $4,927-90.8% | $8,175-94.5% | $4,297-89.5% |