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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 | $2,328 | $102,245-97.7% | $89,340-97.4% | $137,256-98.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 5.78% | 21.89%-16.1pp | 20.57%-14.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $260 | $2,529-89.7% | $2,231-88.4% | $4,156-93.8% |
| Participant deferral / active EE | $887 | $4,436-80.0% | $3,823-76.8% | $6,407-86.2% |
| Admin fee / account holder | $894 | $8,085-88.9% | $6,704-86.7% | $12,270-92.7% |