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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 | $11,750 | $58,828-80.0% | $78,002-84.9% | $62,881-81.3% |
| Participation rate | 82.6% | 71.1%+11.5pp | 75.5%+7.1pp | 69.3%+13.3pp |
| Annual return | 4.61% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $685 | $1,672-59.0% | $2,470-72.3% | $2,281-70.0% |
| Participant deferral / active EE | $1,168 | $2,686-56.5% | $3,497-66.6% | $3,203-63.5% |
| Admin fee / account holder | $1,076 | $4,393-75.5% | $5,481-80.4% | $4,296-74.9% |