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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 | $15,880 | $153,311-89.6% | $109,313-85.5% | $273,972-94.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.36% | 29.86%-32.2pp | 22.07%-24.4pp | 41.46%-43.8pp |
| Employer contribution / active EE | $482 | $5,619-91.4% | $3,892-87.6% | $4,869-90.1% |
| Participant deferral / active EE | $3,278 | $3,932-16.6% | $3,166+3.5% | $5,287-38.0% |
| Admin fee / account holder | $2,618 | $8,076-67.6% | $5,666-53.8% | $10,133-74.2% |