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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 | $13,354 | $215,361-93.8% | $171,082-92.2% | $273,972-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.52% | 25.14%-26.7pp | 32.56%-34.1pp | 41.46%-43.0pp |
| Employer contribution / active EE | $4,169 | $4,967-16.1% | $4,002+4.2% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,839 | $10,846-27.7% | $8,520-8.0% | $10,133-22.6% |