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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 | $13,715 | $118,877-88.5% | $96,570-85.8% | $167,536-91.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.83% | 50.50%-48.7pp | 37.79%-36.0pp | 478.82%-477.0pp |
| Employer contribution / active EE | $1,042 | $3,121-66.6% | $2,357-55.8% | $4,839-78.5% |
| Participant deferral / active EE | $8,457 | $4,617+83.2% | $3,849+119.7% | $6,342+33.3% |
| Admin fee / account holder | $4,733 | $8,069-41.3% | $6,182-23.4% | $12,315-61.6% |