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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 | $12,493 | $95,406-86.9% | $185,849-93.3% | $85,847-85.4% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 10.20% | 23.59%-13.4pp | 122.10%-111.9pp | 318.61%-308.4pp |
| Employer contribution / active EE | $600 | $3,314-81.9% | $5,169-88.4% | $2,565-76.6% |
| Participant deferral / active EE | $1,315 | $3,424-61.6% | $5,569-76.4% | $3,952-66.7% |
| Admin fee / account holder | $3,473 | $7,214-51.9% | $16,244-78.6% | $6,261-44.5% |