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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 | $3,446 | $51,631-93.3% | $129,397-97.3% | $80,925-95.7% |
| Participation rate | 88.9% | 56.9%+31.9pp | 69.6%+19.3pp | 67.7%+21.2pp |
| Annual return | 9.03% | 20.77%-11.7pp | 9453.98%-9444.9pp | 35.65%-26.6pp |
| Employer contribution / active EE | $511 | $1,583-67.7% | $4,154-87.7% | $2,756-81.5% |
| Participant deferral / active EE | $910 | $2,670-65.9% | $4,167-78.2% | $4,299-78.8% |
| Admin fee / account holder | $313 | $4,309-92.7% | $7,679-95.9% | $6,940-95.5% |