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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 | $8,966 | $55,457-83.8% | $77,361-88.4% | $94,015-90.5% |
| Participation rate | 89.3% | 69.8%+19.5pp | 75.0%+14.4pp | 70.8%+18.5pp |
| Annual return | 9.22% | 15.57%-6.3pp | 1011.54%-1002.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $1,415 | $2,255-37.2% | $2,990-52.7% | $2,790-49.3% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,642 | $4,334+53.3% | $5,894+12.7% | $8,951-25.8% |