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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 | $11,264 | $39,162-71.2% | $100,671-88.8% | $59,633-81.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -3.03% | 21.07%-24.1pp | 20.43%-23.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $630 | $1,151-45.3% | $4,012-84.3% | $2,203-71.4% |
| Participant deferral / active EE | $1,162 | $1,992-41.7% | $3,144-63.0% | $3,192-63.6% |
| Admin fee / account holder | $2,231 | $2,969-24.9% | $4,850-54.0% | $4,297-48.1% |