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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 | $7,515 | $61,125-87.7% | $94,057-92.0% | $87,485-91.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.23% | 35.20%-23.0pp | 480.62%-468.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,143 | $2,136-46.5% | $2,933-61.0% | $2,596-56.0% |
| Participant deferral / active EE | $1,842 | $3,260-43.5% | $4,709-60.9% | $4,274-56.9% |
| Admin fee / account holder | $1,238 | $5,629-78.0% | $7,244-82.9% | $7,775-84.1% |