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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 | $4,663 | $63,346-92.6% | $92,240-94.9% | $70,126-93.4% |
| Participation rate | 78.4% | 68.7%+9.8pp | 76.5%+1.9pp | 69.5%+8.9pp |
| Annual return | 4.85% | 530.19%-525.3pp | 176.29%-171.4pp | 73.15%-68.3pp |
| Employer contribution / active EE | $1,056 | $2,471-57.3% | $3,680-71.3% | $2,343-54.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,893 | $3,841-50.7% | $5,194-63.6% | $4,645-59.3% |