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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 | $4,881 | $85,171-94.3% | $172,752-97.2% | $72,975-93.3% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 13.47% | 27.32%-13.9pp | 802.97%-789.5pp | 81.01%-67.5pp |
| Employer contribution / active EE | $442 | $3,324-86.7% | $5,144-91.4% | $2,440-81.9% |
| Participant deferral / active EE | $1,189 | $3,260-63.5% | $5,198-77.1% | $3,608-67.0% |
| Admin fee / account holder | $616 | $5,880-89.5% | $13,955-95.6% | $5,124-88.0% |