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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 | $4,021 | $116,203-96.5% | $93,621-95.7% | $152,897-97.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 4.58% | 35.96%-31.4pp | 32.76%-28.2pp | 345.43%-340.8pp |
| Employer contribution / active EE | $2,063 | $3,219-35.9% | $2,719-24.1% | $4,764-56.7% |
| Participant deferral / active EE | $2,048 | $4,605-55.5% | $4,070-49.7% | $5,851-65.0% |
| Admin fee / account holder | $936 | $10,751-91.3% | $7,890-88.1% | $11,599-91.9% |