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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 | $11,004 | $125,797-91.3% | $170,028-93.5% | $75,181-85.4% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.0%-1.5pp | 67.2%+18.3pp |
| Annual return | 3.80% | 27.20%-23.4pp | 53.39%-49.6pp | 160.69%-156.9pp |
| Employer contribution / active EE | $2,035 | $4,616-55.9% | $6,788-70.0% | $2,671-23.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $871 | $8,177-89.3% | $12,820-93.2% | $5,650-84.6% |