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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 | $3,090 | $54,541-94.3% | $78,778-96.1% | $70,124-95.6% |
| Participation rate | 95.1% | 60.8%+34.3pp | 69.2%+25.9pp | 69.5%+25.6pp |
| Annual return | 6.62% | 21.07%-14.5pp | 35.62%-29.0pp | 73.14%-66.5pp |
| Employer contribution / active EE | $488 | $1,089-55.2% | $1,986-75.4% | $2,342-79.2% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $315 | $3,709-91.5% | $5,134-93.9% | $4,645-93.2% |