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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 | $5,839 | $111,535-94.8% | $105,223-94.5% | $137,256-95.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.32% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,200 | $3,939-69.5% | $3,689-67.5% | $4,156-71.1% |
| Participant deferral / active EE | $2,400 | $5,500-56.4% | $5,072-52.7% | $6,407-62.5% |
| Admin fee / account holder | $25,065 | $9,721+157.8% | $8,859+182.9% | $12,270+104.3% |