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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 | $23,405 | $69,977-66.6% | $108,582-78.4% | $62,881-62.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.40% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,867 | $2,135+34.3% | $3,758-23.7% | $2,281+25.7% |
| Participant deferral / active EE | $1,750 | $3,165-44.7% | $4,311-59.4% | $3,203-45.4% |
| Admin fee / account holder | $1,018 | $5,076-79.9% | $7,645-86.7% | $4,296-76.3% |