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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 | $11,299 | $55,457-79.6% | $77,361-85.4% | $94,015-88.0% |
| Participation rate | 85.4% | 69.8%+15.5pp | 75.0%+10.4pp | 70.8%+14.5pp |
| Annual return | 9.77% | 15.57%-5.8pp | 1011.54%-1001.8pp | 17.84%-8.1pp |
| Employer contribution / active EE | $650 | $2,255-71.2% | $2,990-78.3% | $2,790-76.7% |
| Participant deferral / active EE | $1,531 | $3,069-50.1% | $3,911-60.8% | $4,249-64.0% |
| Admin fee / account holder | $1,593 | $4,334-63.2% | $5,894-73.0% | $8,951-82.2% |