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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 | $50,554-82.3% | $67,681-86.8% | $87,485-89.8% |
| Participation rate | 89.3% | 67.7%+21.6pp | 73.7%+15.6pp | 68.9%+20.4pp |
| Annual return | 9.22% | 17.81%-8.6pp | 590.58%-581.4pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,415 | $1,988-28.8% | $2,678-47.2% | $2,596-45.5% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,642 | $4,132+60.7% | $6,100+8.9% | $7,775-14.6% |