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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 | $2,785 | $77,901-96.4% | $149,717-98.1% | $75,181-96.3% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 9.89% | 31.73%-21.8pp | 134.41%-124.5pp | 160.69%-150.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $980 | $3,411-71.3% | $5,682-82.7% | $4,126-76.2% |
| Admin fee / account holder | $371 | $5,949-93.8% | $13,213-97.2% | $5,650-93.4% |