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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 | $19,002 | $62,586-69.6% | $76,766-75.2% | $64,181-70.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -11.00% | -1.95%-9.1pp | 2.43%-13.4pp | 7.63%-18.6pp |
| Employer contribution / active EE | $4,847 | $1,832+164.6% | $2,485+95.0% | $2,381+103.6% |
| Participant deferral / active EE | $13,301 | $3,145+323.0% | $3,851+245.3% | $3,470+283.4% |
| Admin fee / account holder | $4,923 | $4,667+5.5% | $6,675-26.3% | $4,887+0.7% |