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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 | $13,791 | $55,457-75.1% | $77,361-82.2% | $94,015-85.3% |
| Participation rate | 82.1% | 69.8%+12.3pp | 75.0%+7.2pp | 70.8%+11.3pp |
| Annual return | 8.88% | 15.57%-6.7pp | 1011.54%-1002.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $1,526 | $2,255-32.3% | $2,990-49.0% | $2,790-45.3% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,030 | $4,334-30.1% | $5,894-48.6% | $8,951-66.2% |