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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 | $1,533 | $37,446-95.9% | $77,552-98.0% | $79,856-98.1% |
| Participation rate | 89.5% | 41.5%+47.9pp | 54.2%+35.3pp | 69.6%+19.8pp |
| Annual return | 9.48% | 39.76%-30.3pp | 54.82%-45.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $108 | $637-83.1% | $987-89.1% | $2,471-95.6% |
| Participant deferral / active EE | $449 | $1,261-64.4% | $1,861-75.9% | $3,741-88.0% |
| Admin fee / account holder | $667 | $2,506-73.4% | $2,859-76.7% | $5,306-87.4% |