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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 | $13,980 | $65,361-78.6% | $92,903-85.0% | $72,983-80.8% |
| Participation rate | 96.2% | 68.3%+27.9pp | 76.0%+20.2pp | 69.5%+26.7pp |
| Annual return | 2.76% | 42.11%-39.3pp | 109.43%-106.7pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,887 | $2,594-27.3% | $3,653-48.4% | $2,440-22.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $610 | $4,251-85.7% | $5,795-89.5% | $5,124-88.1% |