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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 | $28,167 | $87,834-67.9% | $133,975-79.0% | $62,881-55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -12.27% | 12.05%-24.3pp | 29.29%-41.6pp | 20.14%-32.4pp |
| Employer contribution / active EE | $4,262 | $3,482+22.4% | $5,211-18.2% | $2,281+86.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,338 | $5,372+148.3% | $9,324+43.0% | $4,296+210.5% |