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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 | $19,362 | $87,834-78.0% | $133,975-85.5% | $62,881-69.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -6.06% | 12.05%-18.1pp | 29.29%-35.4pp | 20.14%-26.2pp |
| Employer contribution / active EE | $3,750 | $3,482+7.7% | $5,211-28.0% | $2,281+64.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,040 | $5,372-62.0% | $9,324-78.1% | $4,296-52.5% |