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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 | $3,893 | $35,183-88.9% | $73,545-94.7% | $70,124-94.4% |
| Participation rate | 78.6% | 42.9%+35.6pp | 54.9%+23.6pp | 69.5%+9.0pp |
| Annual return | 12.02% | 26.90%-14.9pp | -15.16%+27.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $176 | $709-75.2% | $1,219-85.6% | $2,342-92.5% |
| Participant deferral / active EE | $382 | $1,220-68.7% | $1,806-78.8% | $3,332-88.5% |
| Admin fee / account holder | $4,546 | $2,302+97.5% | $2,320+96.0% | $4,645-2.1% |