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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 | $892 | $28,624-96.9% | $53,647-98.3% | $82,637-98.9% |
| Participation rate | 73.2% | 47.3%+25.9pp | 56.3%+16.9pp | 68.1%+5.2pp |
| Annual return | 8.07% | 664.98%-656.9pp | 358.33%-350.3pp | 53.51%-45.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $392 | $1,196-67.2% | $1,813-78.4% | $4,126-90.5% |
| Admin fee / account holder | $491 | $2,022-75.7% | $2,460-80.0% | $7,339-93.3% |