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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 | $2,184 | $68,097-96.8% | $62,929-96.5% | $137,256-98.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 1.75% | 1859.11%-1857.4pp | 1063.93%-1062.2pp | 220.34%-218.6pp |
| Employer contribution / active EE | $634 | $2,811-77.5% | $2,505-74.7% | $4,156-84.8% |
| Participant deferral / active EE | $987 | $4,553-78.3% | $3,888-74.6% | $6,407-84.6% |
| Admin fee / account holder | $2,771 | $6,521-57.5% | $5,065-45.3% | $12,270-77.4% |