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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 | $2,651 | $48,011-94.5% | $63,803-95.8% | $82,637-96.8% |
| Participation rate | 77.8% | 66.6%+11.2pp | 72.7%+5.1pp | 68.1%+9.7pp |
| Annual return | 9.10% | 19.84%-10.7pp | 543.72%-534.6pp | 53.51%-44.4pp |
| Employer contribution / active EE | $498 | $1,904-73.9% | $2,532-80.4% | $2,552-80.5% |
| Participant deferral / active EE | $824 | $2,846-71.0% | $3,843-78.6% | $4,126-80.0% |
| Admin fee / account holder | $1,270 | $3,873-67.2% | $5,196-75.6% | $7,339-82.7% |