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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 | $8,559 | $50,082-82.9% | $93,515-90.8% | $79,856-89.3% |
| Participation rate | 90.3% | 60.9%+29.4pp | 66.8%+23.5pp | 69.6%+20.7pp |
| Annual return | 1.75% | 24.59%-22.8pp | 78.21%-76.5pp | 31.71%-30.0pp |
| Employer contribution / active EE | $954 | $1,303-26.8% | $2,077-54.1% | $2,471-61.4% |
| Participant deferral / active EE | $901 | $2,212-59.3% | $3,129-71.2% | $3,741-75.9% |
| Admin fee / account holder | $1,307 | $3,454-62.2% | $5,235-75.0% | $5,306-75.4% |