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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 | $17,406 | $153,311-88.6% | $109,313-84.1% | $273,970-93.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.79% | 29.86%-32.7pp | 22.07%-24.9pp | 41.46%-44.2pp |
| Employer contribution / active EE | $2,357 | $5,619-58.1% | $3,892-39.4% | $4,869-51.6% |
| Participant deferral / active EE | $2,613 | $3,932-33.6% | $3,166-17.5% | $5,287-50.6% |
| Admin fee / account holder | $1,535 | $8,076-81.0% | $5,666-72.9% | $10,132-84.9% |