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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 | $1,366 | $72,071-98.1% | $68,368-98.0% | $137,256-99.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 9.31% | 353.14%-343.8pp | 292.57%-283.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $391 | $2,788-86.0% | $2,649-85.2% | $4,156-90.6% |
| Participant deferral / active EE | $679 | $4,410-84.6% | $4,123-83.5% | $6,407-89.4% |
| Admin fee / account holder | $1,594 | $5,336-70.1% | $5,150-69.0% | $12,270-87.0% |