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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 | $13,607 | $51,184-73.4% | $66,439-79.5% | $86,983-84.4% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.5%+18.4pp | 69.5%+23.3pp |
| Annual return | 9.26% | 17.07%-7.8pp | 757.66%-748.4pp | 25.83%-16.6pp |
| Employer contribution / active EE | $941 | $2,023-53.5% | $2,637-64.3% | $2,584-63.6% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,871 | $4,154-55.0% | $6,173-69.7% | $7,856-76.2% |