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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 | $2,987 | $80,992-96.3% | $96,534-96.9% | $75,173-96.0% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 3.62% | 27.05%-23.4pp | 25.88%-22.3pp | 160.72%-157.1pp |
| Employer contribution / active EE | $843 | $2,283-63.0% | $2,965-71.6% | $2,671-68.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $565 | $6,717-91.6% | $8,253-93.2% | $5,651-90.0% |