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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 | $2,446 | $65,712-96.3% | $57,196-95.7% | $273,972-99.1% |
| Participation rate | 72.2% | 78.3%-6.1pp | 75.3%-3.1pp | 83.0%-10.8pp |
| Annual return | -1.10% | 22.01%-23.1pp | 14.59%-15.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $713 | $3,280-78.3% | $2,683-73.4% | $4,869-85.4% |
| Participant deferral / active EE | $772 | $3,782-79.6% | $3,096-75.1% | $5,287-85.4% |
| Admin fee / account holder | $3,497 | $4,838-27.7% | $3,141+11.4% | $10,133-65.5% |