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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 | $8,797 | $45,050-80.5% | $63,018-86.0% | $70,126-87.5% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 11.18% | 18.76%-7.6pp | 87.62%-76.4pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,185 | $2,052-42.2% | $2,761-57.1% | $2,343-49.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $512 | $2,834-81.9% | $3,601-85.8% | $4,645-89.0% |