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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 | $3,825 | $58,311-93.4% | $81,882-95.3% | $80,959-95.3% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 1.73% | 41.85%-40.1pp | 779.47%-777.7pp | 35.67%-33.9pp |
| Employer contribution / active EE | $403 | $2,347-82.8% | $2,916-86.2% | $2,757-85.4% |
| Participant deferral / active EE | $815 | $3,287-75.2% | $4,323-81.1% | $4,300-81.0% |
| Admin fee / account holder | $510 | $4,752-89.3% | $7,360-93.1% | $6,925-92.6% |