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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 | $11,428 | $49,255-76.8% | $70,494-83.8% | $79,856-85.7% |
| Participation rate | 86.0% | 69.2%+16.9pp | 75.1%+11.0pp | 69.6%+16.4pp |
| Annual return | 4.97% | 30.10%-25.1pp | 109.16%-104.2pp | 31.71%-26.7pp |
| Employer contribution / active EE | $717 | $2,100-65.9% | $2,738-73.8% | $2,471-71.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $369 | $2,879-87.2% | $3,848-90.4% | $5,306-93.0% |