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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 | $9,691 | $180,749-94.6% | $160,784-94.0% | $137,256-92.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.13% | 2234.46%-2230.3pp | 1803.92%-1799.8pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,404 | $4,155-42.1% | $3,733-35.6% | $4,156-42.2% |
| Participant deferral / active EE | $3,305 | $6,844-51.7% | $6,293-47.5% | $6,407-48.4% |
| Admin fee / account holder | $28,991 | $10,397+178.8% | $9,717+198.4% | $12,270+136.3% |