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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 | $5,570 | $78,520-92.9% | $96,576-94.2% | $82,448-93.2% |
| Participation rate | 83.6% | 77.7%+5.9pp | 81.4%+2.2pp | 68.1%+15.5pp |
| Annual return | 5.33% | 41.30%-36.0pp | 38.47%-33.1pp | 41.64%-36.3pp |
| Employer contribution / active EE | $998 | $2,630-62.0% | $3,553-71.9% | $2,551-60.9% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $491 | $13,455-96.4% | $11,381-95.7% | $7,234-93.2% |