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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 | $79,875 | $224,372-64.4% | $219,333-63.6% | $222,458-64.1% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -6.27% | -2.14%-4.1pp | -2.01%-4.3pp | -2.16%-4.1pp |
| Employer contribution / active EE | $31,508 | $37,296-15.5% | $34,453-8.5% | $42,949-26.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $340 | $5,081-93.3% | $5,362-93.7% | $12,572-97.3% |