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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 | $12,721 | $70,666-82.0% | $169,385-92.5% | $75,181-83.1% |
| Participation rate | 95.9% | 64.8%+31.1pp | 77.2%+18.8pp | 67.2%+28.7pp |
| Annual return | 2.78% | 36.37%-33.6pp | 405.82%-403.0pp | 160.69%-157.9pp |
| Employer contribution / active EE | $2,041 | $2,210-7.7% | $4,012-49.1% | $2,671-23.6% |
| Participant deferral / active EE | $0 | $4,308-100.0% | $6,221-100.0% | $4,126-100.0% |
| Admin fee / account holder | $926 | $5,402-82.9% | $9,011-89.7% | $5,650-83.6% |