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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 | $4,419 | $103,008-95.7% | $90,304-95.1% | $152,897-97.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 5.07% | 95.22%-90.2pp | 78.13%-73.1pp | 345.43%-340.4pp |
| Employer contribution / active EE | $706 | $3,139-77.5% | $2,855-75.3% | $4,764-85.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $748 | $6,175-87.9% | $5,354-86.0% | $11,599-93.5% |