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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 | $3,220 | $112,729-97.1% | $98,716-96.7% | $137,256-97.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 3.88% | 38.48%-34.6pp | 31.81%-27.9pp | 220.34%-216.5pp |
| Employer contribution / active EE | $490 | $2,725-82.0% | $2,279-78.5% | $4,156-88.2% |
| Participant deferral / active EE | $1,308 | $4,640-71.8% | $4,048-67.7% | $6,407-79.6% |
| Admin fee / account holder | $831 | $10,129-91.8% | $8,703-90.5% | $12,270-93.2% |