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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 | $70,121-96.9% | $63,803-96.6% | $138,895-98.4% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 1.75% | 946.48%-944.7pp | 543.72%-542.0pp | 145.39%-143.6pp |
| Employer contribution / active EE | $634 | $2,882-78.0% | $2,532-75.0% | $4,194-84.9% |
| Participant deferral / active EE | $987 | $4,535-78.2% | $3,843-74.3% | $6,396-84.6% |
| Admin fee / account holder | $2,771 | $6,738-58.9% | $5,196-46.7% | $12,562-77.9% |