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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 | $23,300 | $100,060-76.7% | $149,721-84.4% | $70,126-66.8% |
| Participation rate | 85.4% | 83.6%+1.8pp | 87.1%-1.7pp | 69.5%+15.8pp |
| Annual return | 1.99% | 27.46%-25.5pp | 1501.67%-1499.7pp | 73.15%-71.2pp |
| Employer contribution / active EE | $1,463 | $3,661-60.0% | $5,444-73.1% | $2,343-37.5% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,967 | $8,285+20.3% | $11,282-11.7% | $4,645+114.6% |