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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 | $108,291 | $62,124+74.3% | $219,333-50.6% | $50,876+112.9% |
| Participation rate | 100.0% | 40.7%+59.3pp | 42.3%+57.7pp | 15.7%+84.3pp |
| Annual return | -4.49% | -1.80%-2.7pp | -2.01%-2.5pp | -7.14%+2.6pp |
| Employer contribution / active EE | $13,036 | $14,777-11.8% | $34,453-62.2% | $14,613-10.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $528 | $1,779-70.3% | $5,362-90.2% | $1,191-55.7% |