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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 | $9,583 | $96,965-90.1% | $97,995-90.2% | $147,586-93.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 3.49% | 24.11%-20.6pp | 23.94%-20.4pp | 578.59%-575.1pp |
| Employer contribution / active EE | $1,817 | $4,536-59.9% | $4,158-56.3% | $4,876-62.7% |
| Participant deferral / active EE | $2,227 | $5,081-56.2% | $5,097-56.3% | $5,439-59.1% |
| Admin fee / account holder | $417 | $8,120-94.9% | $5,943-93.0% | $10,886-96.2% |