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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 | $1,599 | $29,733-94.6% | $56,025-97.1% | $80,959-98.0% |
| Participation rate | 71.0% | 41.7%+29.2pp | 52.5%+18.5pp | 67.7%+3.3pp |
| Annual return | 8.03% | 35.28%-27.3pp | 1712.69%-1704.7pp | 35.67%-27.6pp |
| Employer contribution / active EE | $448 | $672-33.3% | $1,042-57.0% | $2,757-83.7% |
| Participant deferral / active EE | $495 | $1,229-59.8% | $1,955-74.7% | $4,300-88.5% |
| Admin fee / account holder | $1,242 | $2,434-49.0% | $2,828-56.1% | $6,925-82.1% |