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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 | $26,359 | $78,423-66.4% | $95,964-72.5% | $79,856-67.0% |
| Participation rate | 96.1% | 73.5%+22.6pp | 77.1%+19.0pp | 69.6%+26.4pp |
| Annual return | -1.27% | 19.37%-20.6pp | 91.64%-92.9pp | 31.71%-33.0pp |
| Employer contribution / active EE | $2,961 | $1,945+52.2% | $2,541+16.5% | $2,471+19.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $594 | $5,622-89.4% | $6,797-91.3% | $5,306-88.8% |