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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 | $3,571 | $100,139-96.4% | $85,187-95.8% | $145,884-97.6% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 5.15% | 84.15%-79.0pp | 66.67%-61.5pp | 551.85%-546.7pp |
| Employer contribution / active EE | $4,049 | $3,238+25.1% | $2,732+48.2% | $4,662-13.1% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $468 | $7,262-93.6% | $6,162-92.4% | $13,392-96.5% |