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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 | $6,826 | $65,440-89.6% | $98,506-93.1% | $85,851-92.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 9.10% | 21.75%-12.7pp | 1494.92%-1485.8pp | 318.63%-309.5pp |
| Employer contribution / active EE | $387 | $2,169-82.2% | $2,961-86.9% | $2,565-84.9% |
| Participant deferral / active EE | $985 | $3,168-68.9% | $4,277-77.0% | $3,952-75.1% |
| Admin fee / account holder | $418 | $4,596-90.9% | $5,955-93.0% | $6,261-93.3% |