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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 | $11,779 | $90,486-87.0% | $78,676-85.0% | $273,972-95.7% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | -0.23% | 75.62%-75.8pp | 62.19%-62.4pp | 41.46%-41.7pp |
| Employer contribution / active EE | $650 | $3,175-79.5% | $2,850-77.2% | $4,869-86.7% |
| Participant deferral / active EE | $2,489 | $3,901-36.2% | $3,517-29.2% | $5,287-52.9% |
| Admin fee / account holder | $515 | $5,263-90.2% | $4,510-88.6% | $10,133-94.9% |