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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 | $9,221 | $59,123-84.4% | $77,183-88.1% | $75,181-87.7% |
| Participation rate | 94.7% | 63.9%+30.9pp | 69.6%+25.2pp | 67.2%+27.5pp |
| Annual return | 9.96% | 26.72%-16.8pp | 37.89%-27.9pp | 160.69%-150.7pp |
| Employer contribution / active EE | $554 | $1,996-72.2% | $2,534-78.1% | $2,671-79.2% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $432 | $4,776-91.0% | $5,475-92.1% | $5,650-92.4% |