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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 | $5,856 | $81,664-92.8% | $70,476-91.7% | $158,966-96.3% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | 2.96% | 208.59%-205.6pp | 109.12%-106.2pp | 302.95%-300.0pp |
| Employer contribution / active EE | $709 | $3,219-78.0% | $2,738-74.1% | $4,762-85.1% |
| Participant deferral / active EE | $1,271 | $4,556-72.1% | $3,710-65.7% | $5,983-78.8% |
| Admin fee / account holder | $1,169 | $6,197-81.1% | $3,847-69.6% | $11,250-89.6% |