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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 | $12,690 | $85,171-85.1% | $172,753-92.7% | $72,976-82.6% |
| Participation rate | 79.8% | 70.1%+9.7pp | 82.6%-2.9pp | 69.5%+10.3pp |
| Annual return | 4.65% | 27.32%-22.7pp | 803.00%-798.3pp | 81.02%-76.4pp |
| Employer contribution / active EE | $1,197 | $3,324-64.0% | $5,144-76.7% | $2,440-51.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,916 | $5,880-67.4% | $13,956-86.3% | $5,124-62.6% |