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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 | $13,564 | $105,856-87.2% | $90,161-85.0% | $147,586-90.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 7.99% | 37.63%-29.6pp | 34.89%-26.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,105 | $4,126-49.0% | $3,318-36.6% | $4,876-56.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,238 | $8,046-34.9% | $5,943-11.9% | $10,886-51.9% |