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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 | $4,436 | $48,314-90.8% | $67,561-93.4% | $80,925-94.5% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+29.9pp |
| Annual return | 8.82% | 18.28%-9.5pp | 3525.44%-3516.6pp | 35.65%-26.8pp |
| Employer contribution / active EE | $647 | $2,022-68.0% | $2,735-76.4% | $2,756-76.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,209 | $3,690-67.2% | $4,006-69.8% | $6,940-82.6% |