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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 | $4,889 | $111,301-95.6% | $112,977-95.7% | $158,982-96.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 6.61% | 26.40%-19.8pp | 24.24%-17.6pp | 302.99%-296.4pp |
| Employer contribution / active EE | $1,722 | $4,471-61.5% | $4,255-59.5% | $4,763-63.8% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $895 | $8,392-89.3% | $6,294-85.8% | $11,252-92.0% |