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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 | $1,644 | $127,296-98.7% | $109,907-98.5% | $167,536-99.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.2%+14.0pp | 82.1%+6.1pp |
| Annual return | 0.37% | 22.97%-22.6pp | 29.46%-29.1pp | 478.82%-478.4pp |
| Employer contribution / active EE | $392 | $3,325-88.2% | $2,844-86.2% | $4,839-91.9% |
| Participant deferral / active EE | $1,097 | $4,513-75.7% | $4,047-72.9% | $6,342-82.7% |
| Admin fee / account holder | $330 | $7,119-95.4% | $6,069-94.6% | $12,315-97.3% |