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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 | $15,075 | $85,766-82.4% | $136,298-88.9% | $70,126-78.5% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 10.37% | 31.46%-21.1pp | 5156.27%-5145.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,053 | $2,966-64.5% | $4,696-77.6% | $2,343-55.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $321 | $5,421-94.1% | $9,244-96.5% | $4,645-93.1% |