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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 | $4,067 | $90,486-95.5% | $78,676-94.8% | $273,972-98.5% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 1.99% | 75.62%-73.6pp | 62.19%-60.2pp | 41.46%-39.5pp |
| Employer contribution / active EE | $415 | $3,175-86.9% | $2,850-85.4% | $4,869-91.5% |
| Participant deferral / active EE | $823 | $3,901-78.9% | $3,517-76.6% | $5,287-84.4% |
| Admin fee / account holder | $461 | $5,263-91.2% | $4,510-89.8% | $10,133-95.4% |