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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 | $3,489 | $81,276-95.7% | $155,574-97.8% | $80,925-95.7% |
| Participation rate | 95.8% | 66.2%+29.5pp | 78.2%+17.6pp | 67.7%+28.1pp |
| Annual return | 1.36% | 33.36%-32.0pp | 64.87%-63.5pp | 35.65%-34.3pp |
| Employer contribution / active EE | $2,265 | $3,103-27.0% | $4,676-51.6% | $2,756-17.8% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $567 | $7,993-92.9% | $15,914-96.4% | $6,940-91.8% |