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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 | $5,696 | $103,000-94.5% | $90,300-93.7% | $152,885-96.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.26% | 95.19%-88.9pp | 78.11%-71.9pp | 345.39%-339.1pp |
| Employer contribution / active EE | $1,224 | $3,138-61.0% | $2,854-57.1% | $4,763-74.3% |
| Participant deferral / active EE | $1,211 | $4,281-71.7% | $3,884-68.8% | $5,851-79.3% |
| Admin fee / account holder | $4,364 | $6,173-29.3% | $5,353-18.5% | $11,598-62.4% |