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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 | $10,784 | $72,177-85.1% | $115,038-90.6% | $59,633-81.9% |
| Participation rate | 72.6% | 72.6%0pp | 81.4%-8.8pp | 68.7%+3.9pp |
| Annual return | -3.85% | 12.02%-15.9pp | 26.14%-30.0pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,183 | $2,841-23.2% | $4,608-52.6% | $2,203-0.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,327 | $4,927-73.1% | $8,175-83.8% | $4,297-69.1% |