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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 | $5,226 | $76,407-93.2% | $150,298-96.5% | $82,448-93.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.89% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $380 | $2,614-85.5% | $4,154-90.9% | $2,551-85.1% |
| Participant deferral / active EE | $2,225 | $3,214-30.8% | $5,453-59.2% | $4,139-46.2% |
| Admin fee / account holder | $1,971 | $6,352-69.0% | $14,116-86.0% | $7,234-72.8% |