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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 | $4,799 | $99,995-95.2% | $85,063-94.4% | $145,978-96.7% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.4pp |
| Annual return | 7.75% | 83.99%-76.2pp | 66.54%-58.8pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,187 | $3,231-63.3% | $2,727-56.5% | $4,662-74.5% |
| Participant deferral / active EE | $1,568 | $5,295-70.4% | $4,523-65.3% | $6,690-76.6% |
| Admin fee / account holder | $597 | $7,255-91.8% | $6,155-90.3% | $13,400-95.5% |