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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 | $13,767 | $91,198-84.9% | $178,503-92.3% | $79,856-82.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 2.14% | 24.20%-22.1pp | 151.12%-149.0pp | 31.71%-29.6pp |
| Employer contribution / active EE | $596 | $3,257-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $1,888 | $3,237-41.7% | $5,202-63.7% | $3,741-49.5% |
| Admin fee / account holder | $2,615 | $6,748-61.2% | $13,987-81.3% | $5,306-50.7% |