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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 | $35,628 | $123,793-71.2% | $177,848-80.0% | $79,856-55.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -1.12% | 22.82%-23.9pp | 48.33%-49.4pp | 31.71%-32.8pp |
| Employer contribution / active EE | $3,871 | $4,095-5.5% | $5,919-34.6% | $2,471+56.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,622 | $7,243-77.6% | $12,431-87.0% | $5,306-69.4% |