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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 | $7,120 | $107,353-93.4% | $92,903-92.3% | $152,885-95.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.17% | 145.62%-134.4pp | 109.43%-98.3pp | 345.39%-334.2pp |
| Employer contribution / active EE | $1,575 | $4,222-62.7% | $3,653-56.9% | $4,763-66.9% |
| Participant deferral / active EE | $1,575 | $4,848-67.5% | $4,238-62.8% | $5,851-73.1% |
| Admin fee / account holder | $8,646 | $7,081+22.1% | $5,795+49.2% | $11,598-25.5% |