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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 | $13,200 | $77,638-83.0% | $156,551-91.6% | $62,881-79.0% |
| Participation rate | 70.2% | 71.2%-1.0pp | 84.0%-13.8pp | 69.3%+0.9pp |
| Annual return | 0.37% | 50.33%-50.0pp | 32.23%-31.9pp | 20.14%-19.8pp |
| Employer contribution / active EE | $469 | $3,444-86.4% | $5,501-91.5% | $2,281-79.5% |
| Participant deferral / active EE | $2,052 | $3,046-32.6% | $4,871-57.9% | $3,203-35.9% |
| Admin fee / account holder | $671 | $5,561-87.9% | $13,028-94.8% | $4,296-84.4% |