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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 | $7,423 | $77,638-90.4% | $156,551-95.3% | $62,881-88.2% |
| Participation rate | 72.3% | 71.2%+1.1pp | 84.0%-11.7pp | 69.3%+3.0pp |
| Annual return | 0.66% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $577 | $3,444-83.2% | $5,501-89.5% | $2,281-74.7% |
| Participant deferral / active EE | $1,154 | $3,046-62.1% | $4,871-76.3% | $3,203-64.0% |
| Admin fee / account holder | $1,981 | $5,561-64.4% | $13,028-84.8% | $4,296-53.9% |