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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 | $8,781 | $69,515-87.4% | $86,868-89.9% | $85,856-89.8% |
| Participation rate | 96.3% | 66.3%+30.0pp | 71.6%+24.7pp | 69.3%+27.0pp |
| Annual return | 10.20% | 20.12%-9.9pp | 63.53%-53.3pp | 318.58%-308.4pp |
| Employer contribution / active EE | $920 | $1,880-51.1% | $2,496-63.1% | $2,565-64.1% |
| Participant deferral / active EE | $2,116 | $2,919-27.5% | $3,699-42.8% | $3,952-46.5% |
| Admin fee / account holder | $1,749 | $5,972-70.7% | $5,829-70.0% | $6,261-72.1% |