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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 | $1,889 | $102,595-98.2% | $94,057-98.0% | $154,746-98.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 7.90% | 583.42%-575.5pp | 480.62%-472.7pp | 172.34%-164.4pp |
| Employer contribution / active EE | $550 | $3,147-82.5% | $2,933-81.2% | $4,379-87.4% |
| Participant deferral / active EE | $1,194 | $5,118-76.7% | $4,709-74.7% | $6,730-82.3% |
| Admin fee / account holder | $1,061 | $7,736-86.3% | $7,244-85.3% | $14,365-92.6% |