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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 | $54,997 | $54,9820% | $227,282-75.8% | $95,044-42.1% |
| Participation rate | 100.0% | 24.0%+76.0pp | 35.4%+64.6pp | 8.4%+91.6pp |
| Annual return | -2.44% | 9.11%-11.6pp | 10.75%-13.2pp | 18.35%-20.8pp |
| Employer contribution / active EE | $37,780 | $16,122+134.3% | $35,170+7.4% | $14,669+157.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $19,550 | $3,192+512.4% | $4,611+324.0% | $9,141+113.9% |