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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 | $10,857 | $89,364-87.9% | $141,177-92.3% | $72,983-85.1% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 16.18% | 111.86%-95.7pp | 71.40%-55.2pp | 81.01%-64.8pp |
| Employer contribution / active EE | $765 | $3,115-75.5% | $4,736-83.9% | $2,440-68.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $522 | $5,959-91.2% | $10,263-94.9% | $5,124-89.8% |