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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 | $111,785-93.8% | $93,669-92.7% | $145,877-95.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 4.56% | 203.79%-199.2pp | 133.59%-129.0pp | 551.28%-546.7pp |
| Employer contribution / active EE | $1,240 | $3,096-59.9% | $2,424-48.8% | $4,663-73.4% |
| Participant deferral / active EE | $1,711 | $4,919-65.2% | $4,416-61.2% | $6,691-74.4% |
| Admin fee / account holder | $78,314 | $10,256+663.6% | $8,291+844.5% | $13,402+484.3% |