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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 | $4,211 | $58,311-92.8% | $81,882-94.9% | $80,959-94.8% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 2.42% | 41.85%-39.4pp | 779.47%-777.0pp | 35.67%-33.2pp |
| Employer contribution / active EE | $367 | $2,347-84.4% | $2,916-87.4% | $2,757-86.7% |
| Participant deferral / active EE | $1,313 | $3,287-60.1% | $4,323-69.6% | $4,300-69.5% |
| Admin fee / account holder | $485 | $4,752-89.8% | $7,360-93.4% | $6,925-93.0% |