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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 | $17,980 | $65,364-72.5% | $92,909-80.6% | $72,975-75.4% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 15.87% | 42.11%-26.2pp | 109.44%-93.6pp | 81.01%-65.1pp |
| Employer contribution / active EE | $1,277 | $2,594-50.8% | $3,653-65.0% | $2,440-47.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $753 | $4,251-82.3% | $5,795-87.0% | $5,124-85.3% |