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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 | $5,278 | $49,896-89.4% | $80,627-93.5% | $75,173-93.0% |
| Participation rate | 71.0% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.8pp |
| Annual return | 5.82% | 34.67%-28.8pp | 936.76%-930.9pp | 160.72%-154.9pp |
| Employer contribution / active EE | $767 | $1,699-54.8% | $2,723-71.8% | $2,671-71.3% |
| Participant deferral / active EE | $1,164 | $2,992-61.1% | $4,443-73.8% | $4,126-71.8% |
| Admin fee / account holder | $10,028 | $3,578+180.3% | $5,381+86.4% | $5,651+77.5% |