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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 | $14,989 | $55,457-73.0% | $77,361-80.6% | $94,015-84.1% |
| Participation rate | 92.9% | 69.8%+23.0pp | 75.0%+17.9pp | 70.8%+22.0pp |
| Annual return | 8.33% | 15.57%-7.2pp | 1011.54%-1003.2pp | 17.84%-9.5pp |
| Employer contribution / active EE | $1,186 | $2,255-47.4% | $2,990-60.3% | $2,790-57.5% |
| Participant deferral / active EE | $1,631 | $3,069-46.9% | $3,911-58.3% | $4,249-61.6% |
| Admin fee / account holder | $335 | $4,334-92.3% | $5,894-94.3% | $8,951-96.3% |