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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 | $11,814 | $56,200-79.0% | $67,653-82.5% | $59,633-80.2% |
| Participation rate | 91.1% | 71.5%+19.6pp | 75.7%+15.4pp | 68.7%+22.4pp |
| Annual return | -3.25% | 18506.71%-18510.0pp | 6625.22%-6628.5pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $2,137 | $1,615+32.4% | $2,266-5.7% | $2,203-3.0% |
| Participant deferral / active EE | $3,240 | $2,843+14.0% | $3,560-9.0% | $3,192+1.5% |
| Admin fee / account holder | $739 | $3,959-81.3% | $4,821-84.7% | $4,297-82.8% |