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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 | $9,571 | $91,198-89.5% | $178,503-94.6% | $79,856-88.0% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 2.47% | 24.20%-21.7pp | 151.12%-148.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $417 | $3,257-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $890 | $3,237-72.5% | $5,202-82.9% | $3,741-76.2% |
| Admin fee / account holder | $8,478 | $6,748+25.6% | $13,987-39.4% | $5,306+59.8% |