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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 | $77,358-92.8% | $102,184-94.5% | $87,485-93.6% |
| Participation rate | 83.6% | 78.7%+4.9pp | 82.6%+1.0pp | 68.9%+14.7pp |
| Annual return | 5.33% | 41.11%-35.8pp | 31.58%-26.3pp | 26.06%-20.7pp |
| Employer contribution / active EE | $998 | $2,562-61.0% | $3,594-72.2% | $2,596-61.6% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $491 | $6,809-92.8% | $11,609-95.8% | $7,775-93.7% |