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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 | $11,079 | $176,838-93.7% | $146,685-92.4% | $167,518-93.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 7.25% | 24.04%-16.8pp | 22.75%-15.5pp | 478.71%-471.5pp |
| Employer contribution / active EE | $1,767 | $5,161-65.8% | $4,137-57.3% | $4,838-63.5% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $376 | $13,262-97.2% | $10,281-96.3% | $12,312-96.9% |