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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 | $5,178 | $47,479-89.1% | $62,929-91.8% | $82,448-93.7% |
| Participation rate | 93.6% | 66.9%+26.7pp | 73.1%+20.5pp | 68.1%+25.5pp |
| Annual return | 9.97% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $783 | $1,885-58.5% | $2,505-68.7% | $2,551-69.3% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $312 | $3,804-91.8% | $5,065-93.8% | $7,234-95.7% |