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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 | $7,411 | $111,785-93.4% | $93,669-92.1% | $145,877-94.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.44% | 203.79%-199.3pp | 133.59%-129.1pp | 551.28%-546.8pp |
| Employer contribution / active EE | $736 | $3,096-76.2% | $2,424-69.6% | $4,663-84.2% |
| Participant deferral / active EE | $1,221 | $4,919-75.2% | $4,416-72.4% | $6,691-81.8% |
| Admin fee / account holder | $3,527 | $10,256-65.6% | $8,291-57.5% | $13,402-73.7% |