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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 | $6,147 | $51,620-88.1% | $90,304-93.2% | $65,185-90.6% |
| Participation rate | 94.1% | 68.6%+25.5pp | 73.3%+20.8pp | 70.2%+23.9pp |
| Annual return | 12.63% | 24.94%-12.3pp | 78.13%-65.5pp | 29.38%-16.8pp |
| Employer contribution / active EE | $1,059 | $2,235-52.6% | $2,855-62.9% | $2,177-51.3% |
| Participant deferral / active EE | $1,673 | $2,871-41.7% | $3,885-57.0% | $3,514-52.4% |
| Admin fee / account holder | $966 | $384+151.3% | $5,354-82.0% | $847+14.0% |