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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 | $23,511 | $72,486-67.6% | $87,103-73.0% | $72,976-67.8% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | -3.34% | 24.46%-27.8pp | 28.19%-31.5pp | 81.02%-84.4pp |
| Employer contribution / active EE | $2,231 | $1,894+17.8% | $2,521-11.5% | $2,440-8.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,130 | $5,055-77.6% | $7,491-84.9% | $5,124-77.9% |