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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 | $10,773 | $77,449-86.1% | $69,483-84.5% | $152,909-93.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 74.6%-1.9pp | 82.5%-9.7pp |
| Annual return | 1.44% | 39.09%-37.7pp | 28.99%-27.6pp | 345.46%-344.0pp |
| Employer contribution / active EE | $1,234 | $3,316-62.8% | $2,780-55.6% | $4,764-74.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,792 | $6,210-55.0% | $3,841-27.3% | $11,601-75.9% |