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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 | $9,624 | $73,955-87.0% | $96,520-90.0% | $75,181-87.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.62% | 26.72%-17.1pp | 35.72%-26.1pp | 160.69%-151.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,203 | $3,659+69.5% | $4,879+27.1% | $4,126+50.3% |
| Admin fee / account holder | $2,057 | $5,217-60.6% | $6,733-69.4% | $5,650-63.6% |