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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 | $4,940 | $96,388-94.9% | $80,627-93.9% | $139,466-96.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 6.44% | 1352.08%-1345.6pp | 936.76%-930.3pp | 373.66%-367.2pp |
| Employer contribution / active EE | $707 | $3,260-78.3% | $2,723-74.0% | $4,754-85.1% |
| Participant deferral / active EE | $1,506 | $5,224-71.2% | $4,443-66.1% | $6,712-77.6% |
| Admin fee / account holder | $940 | $6,603-85.8% | $5,381-82.5% | $11,409-91.8% |