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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 | $5,763 | $80,812-92.9% | $160,784-96.4% | $82,448-93.0% |
| Participation rate | 96.7% | 66.2%+30.4pp | 77.0%+19.7pp | 68.1%+28.6pp |
| Annual return | 0.17% | 100.59%-100.4pp | 1803.92%-1803.7pp | 41.64%-41.5pp |
| Employer contribution / active EE | $1,194 | $2,174-45.1% | $3,733-68.0% | $2,551-53.2% |
| Participant deferral / active EE | $2,301 | $4,335-46.9% | $6,293-63.4% | $4,139-44.4% |
| Admin fee / account holder | $1,090 | $7,695-85.8% | $9,717-88.8% | $7,234-84.9% |