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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 | $2,355 | $58,258-96.0% | $81,820-97.1% | $80,925-97.1% |
| Participation rate | 91.1% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.5pp |
| Annual return | 9.00% | 41.76%-32.8pp | 777.93%-768.9pp | 35.65%-26.6pp |
| Employer contribution / active EE | $943 | $2,345-59.8% | $2,915-67.7% | $2,756-65.8% |
| Participant deferral / active EE | $1,044 | $3,284-68.2% | $4,323-75.9% | $4,299-75.7% |
| Admin fee / account holder | $1,010 | $4,976-79.7% | $7,391-86.3% | $6,940-85.4% |