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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 | $7,294 | $45,566-84.0% | $64,105-88.6% | $59,633-87.8% |
| Participation rate | 87.2% | 60.2%+27.0pp | 68.2%+19.0pp | 68.7%+18.5pp |
| Annual return | -5.49% | 4.95%-10.4pp | 791.24%-796.7pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $237 | $934-74.7% | $1,820-87.0% | $2,203-89.3% |
| Participant deferral / active EE | $947 | $2,057-54.0% | $2,822-66.5% | $3,192-70.3% |
| Admin fee / account holder | $356 | $3,268-89.1% | $4,499-92.1% | $4,297-91.7% |