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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 | $11,081 | $117,846-90.6% | $102,434-89.2% | $145,884-92.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.09% | 31.90%-27.8pp | 29.46%-25.4pp | 551.85%-547.8pp |
| Employer contribution / active EE | $927 | $3,615-74.4% | $3,023-69.3% | $4,662-80.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,127 | $13,356-69.1% | $9,462-56.4% | $13,392-69.2% |