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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 | $2,222 | $60,139-96.3% | $90,461-97.5% | $79,856-97.2% |
| Participation rate | 81.5% | 65.0%+16.5pp | 72.7%+8.8pp | 69.6%+11.8pp |
| Annual return | 9.45% | 71.96%-62.5pp | 1294.76%-1285.3pp | 31.71%-22.3pp |
| Employer contribution / active EE | $538 | $2,069-74.0% | $3,264-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $855 | $2,939-70.9% | $3,964-78.4% | $3,741-77.1% |
| Admin fee / account holder | $304 | $3,978-92.4% | $5,617-94.6% | $5,306-94.3% |