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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 | $56,328 | $226,345-75.1% | $192,069-70.7% | $222,458-74.7% |
| Participation rate | 100.0% | 20.4%+79.6pp | 13.2%+86.8pp | 48.7%+51.3pp |
| Annual return | -5.04% | -1.22%-3.8pp | -0.79%-4.3pp | -2.16%-2.9pp |
| Employer contribution / active EE | $35,625 | $33,950+4.9% | $28,419+25.4% | $42,949-17.1% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $3,429 | $7,882-56.5% | $6,324-45.8% | $12,572-72.7% |