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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 | $24,434 | $67,602-63.9% | $82,312-70.3% | $70,126-65.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | -11.03% | 21.57%-32.6pp | 25.88%-36.9pp | 73.15%-84.2pp |
| Employer contribution / active EE | $3,527 | $1,755+101.0% | $2,428+45.2% | $2,343+50.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,036 | $4,512-77.0% | $5,608-81.5% | $4,645-77.7% |