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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 | $8,233 | $84,236-90.2% | $170,435-95.2% | $70,126-88.3% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 11.51% | 23.06%-11.6pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,577 | $3,387-53.4% | $5,432-71.0% | $2,343-32.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $694 | $5,698-87.8% | $13,881-95.0% | $4,645-85.1% |