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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 | $18,364 | $95,404-80.8% | $113,397-83.8% | $82,637-77.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -21.19% | 19.08%-40.3pp | 23.20%-44.4pp | 53.51%-74.7pp |
| Employer contribution / active EE | $1,493 | $2,307-35.3% | $2,977-49.9% | $2,552-41.5% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $865 | $9,168-90.6% | $11,957-92.8% | $7,339-88.2% |