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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 | $3,219 | $115,225-97.2% | $100,712-96.8% | $138,895-97.7% |
| Participation rate | 76.9% | 74.3%+2.6pp | 69.3%+7.6pp | 79.9%-3.0pp |
| Annual return | 0.41% | 40.35%-39.9pp | 33.27%-32.9pp | 145.39%-145.0pp |
| Employer contribution / active EE | $763 | $2,771-72.5% | $2,313-67.0% | $4,194-81.8% |
| Participant deferral / active EE | $1,835 | $4,699-61.0% | $4,085-55.1% | $6,396-71.3% |
| Admin fee / account holder | $1,485 | $10,844-86.3% | $9,256-84.0% | $12,562-88.2% |