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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 | $16,823 | $81,947-79.5% | $105,387-84.0% | $72,976-76.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.20% | 42.90%-42.7pp | 26.82%-26.6pp | 81.02%-80.8pp |
| Employer contribution / active EE | $3,108 | $3,468-10.4% | $4,213-26.2% | $2,440+27.4% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,464 | $6,258-60.6% | $6,559-62.4% | $5,124-51.9% |