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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 | $6,289 | $117,829-94.7% | $102,423-93.9% | $145,877-95.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 31.83%-24.2pp | 29.42%-21.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,348 | $3,615-35.0% | $3,023-22.3% | $4,663-49.6% |
| Participant deferral / active EE | $4,283 | $5,732-25.3% | $5,054-15.3% | $6,691-36.0% |
| Admin fee / account holder | $2,336 | $13,335-82.5% | $9,455-75.3% | $13,402-82.6% |