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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 | $1,613 | $49,976-96.8% | $66,674-97.6% | $82,637-98.0% |
| Participation rate | 87.9% | 63.1%+24.8pp | 73.7%+14.2pp | 68.1%+19.8pp |
| Annual return | 9.66% | 39.09%-29.4pp | 321.24%-311.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $868 | $2,847-69.5% | $4,084-78.7% | $4,126-79.0% |
| Admin fee / account holder | $1,468 | $4,594-68.0% | $5,098-71.2% | $7,339-80.0% |