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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 | $5,402 | $100,895-94.6% | $90,430-94.0% | $158,950-96.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 1.06% | 1725.54%-1724.5pp | 1293.73%-1292.7pp | 302.91%-301.8pp |
| Employer contribution / active EE | $683 | $3,689-81.5% | $3,262-79.1% | $4,762-85.7% |
| Participant deferral / active EE | $1,763 | $4,347-59.5% | $3,963-55.5% | $5,983-70.5% |
| Admin fee / account holder | $22,511 | $6,505+246.0% | $5,613+301.0% | $11,248+100.1% |