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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 | $1,232 | $29,319-95.8% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 82.9% | 46.9%+36.1pp | 55.6%+27.3pp | 68.1%+14.9pp |
| Annual return | 11.50% | 535.20%-523.7pp | 302.12%-290.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $560 | $586-4.5% | $914-38.7% | $2,551-78.0% |
| Participant deferral / active EE | $694 | $1,171-40.7% | $1,790-61.2% | $4,139-83.2% |
| Admin fee / account holder | $1,150 | $1,962-41.4% | $2,495-53.9% | $7,234-84.1% |