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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 | $6,883 | $111,878-93.8% | $93,727-92.7% | $145,897-95.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 4.56% | 204.28%-199.7pp | 133.83%-129.3pp | 552.29%-547.7pp |
| Employer contribution / active EE | $1,240 | $3,092-59.9% | $2,421-48.8% | $4,663-73.4% |
| Participant deferral / active EE | $1,711 | $4,920-65.2% | $4,417-61.3% | $6,689-74.4% |
| Admin fee / account holder | $78,314 | $10,256+663.6% | $8,292+844.5% | $13,390+484.8% |