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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 | $19,477 | $95,762-79.7% | $379,746-94.9% | $79,852-75.6% |
| Participation rate | 97.1% | 74.0%+23.2pp | 78.4%+18.7pp | 69.6%+27.5pp |
| Annual return | -11.01% | 18.26%-29.3pp | 34.90%-45.9pp | 31.72%-42.7pp |
| Employer contribution / active EE | $6,000 | $2,695+122.6% | $3,540+69.5% | $2,471+142.8% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,807 | $6,745+15.8% | $7,927-1.5% | $5,306+47.1% |