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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 | $14,007 | $98,776-85.8% | $149,745-90.6% | $79,856-82.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 1.29% | 27.38%-26.1pp | 276.72%-275.4pp | 31.71%-30.4pp |
| Employer contribution / active EE | $2,749 | $3,217-14.6% | $4,646-40.8% | $2,471+11.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $694 | $6,053-88.5% | $9,312-92.5% | $5,306-86.9% |