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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 | $13,883 | $63,346-78.1% | $92,240-84.9% | $70,126-80.2% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 11.47% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $980 | $2,471-60.3% | $3,680-73.4% | $2,343-58.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,496 | $3,841-61.0% | $5,194-71.2% | $4,645-67.8% |