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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 | $99,995-96.4% | $85,063-95.8% | $145,978-97.6% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 5.15% | 83.99%-78.8pp | 66.54%-61.4pp | 550.52%-545.4pp |
| Employer contribution / active EE | $4,049 | $3,231+25.3% | $2,727+48.5% | $4,662-13.1% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $468 | $7,255-93.6% | $6,155-92.4% | $13,400-96.5% |