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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 | $11,828 | $99,652-88.1% | $78,778-85.0% | $147,586-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.13% | 47.28%-42.2pp | 35.62%-30.5pp | 578.59%-573.5pp |
| Employer contribution / active EE | $904 | $2,796-67.7% | $1,986-54.5% | $4,876-81.5% |
| Participant deferral / active EE | $1,432 | $3,664-60.9% | $2,958-51.6% | $5,439-73.7% |
| Admin fee / account holder | $1,263 | $7,155-82.3% | $5,134-75.4% | $10,886-88.4% |