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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 | $5,746 | $114,119-95.0% | $107,187-94.6% | $138,895-95.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.16% | 273.21%-263.0pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,535 | $4,059-62.2% | $3,782-59.4% | $4,194-63.4% |
| Participant deferral / active EE | $2,513 | $5,538-54.6% | $5,096-50.7% | $6,396-60.7% |
| Admin fee / account holder | $1,007 | $10,024-90.0% | $9,162-89.0% | $12,562-92.0% |