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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 | $10,788 | $45,087-76.1% | $69,483-84.5% | $72,976-85.2% |
| Participation rate | 88.1% | 68.5%+19.6pp | 74.6%+13.5pp | 69.5%+18.6pp |
| Annual return | 4.94% | 22.67%-17.7pp | 28.99%-24.0pp | 81.02%-76.1pp |
| Employer contribution / active EE | $676 | $2,055-67.1% | $2,780-75.7% | $2,440-72.3% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $414 | $3,057-86.4% | $3,841-89.2% | $5,124-91.9% |