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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 | $16,140 | $60,349-73.3% | $74,184-78.2% | $62,881-74.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.56% | 21.38%-21.9pp | 17.74%-18.3pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,042 | $1,680-38.0% | $2,370-56.1% | $2,281-54.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $483 | $4,261-88.7% | $5,586-91.4% | $4,296-88.8% |