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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 | $15,599 | $65,395-76.1% | $182,531-91.5% | $72,983-78.6% |
| Participation rate | 97.4% | 65.4%+32.0pp | 78.0%+19.5pp | 69.5%+27.9pp |
| Annual return | 13.58% | 27.68%-14.1pp | 148.57%-135.0pp | 81.01%-67.4pp |
| Employer contribution / active EE | $923 | $1,911-51.7% | $4,075-77.4% | $2,440-62.2% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $592 | $4,245-86.1% | $8,593-93.1% | $5,124-88.4% |