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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 | $5,703 | $149,679-96.2% | $117,039-95.1% | $147,586-96.1% |
| Participation rate | 85.7% | 83.5%+2.2pp | 77.2%+8.5pp | 82.8%+2.9pp |
| Annual return | -0.35% | 19.31%-19.7pp | 18.95%-19.3pp | 578.59%-578.9pp |
| Employer contribution / active EE | $2,607 | $4,937-47.2% | $3,785-31.1% | $4,876-46.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $564 | $7,856-92.8% | $5,974-90.6% | $10,886-94.8% |