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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 | $18,359 | $93,346-80.3% | $71,796-74.4% | $273,972-93.3% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 0.05% | 130.39%-130.3pp | 78.04%-78.0pp | 41.46%-41.4pp |
| Employer contribution / active EE | $365 | $2,733-86.7% | $1,924-81.1% | $4,869-92.5% |
| Participant deferral / active EE | $1,333 | $3,475-61.6% | $2,794-52.3% | $5,287-74.8% |
| Admin fee / account holder | $1,079 | $6,571-83.6% | $4,815-77.6% | $10,133-89.3% |