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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 | $15,352 | $87,834-82.5% | $133,975-88.5% | $62,881-75.6% |
| Participation rate | 97.8% | 83.4%+14.4pp | 87.1%+10.7pp | 69.3%+28.5pp |
| Annual return | -3.55% | 12.05%-15.6pp | 29.29%-32.8pp | 20.14%-23.7pp |
| Employer contribution / active EE | $1,267 | $3,482-63.6% | $5,211-75.7% | $2,281-44.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $486 | $5,372-91.0% | $9,324-94.8% | $4,296-88.7% |