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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 | $13,779 | $55,457-75.2% | $77,361-82.2% | $94,015-85.3% |
| Participation rate | 98.5% | 69.8%+28.7pp | 75.0%+23.5pp | 70.8%+27.7pp |
| Annual return | 9.31% | 15.57%-6.3pp | 1011.54%-1002.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $929 | $2,255-58.8% | $2,990-68.9% | $2,790-66.7% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,539 | $4,334-64.5% | $5,894-73.9% | $8,951-82.8% |