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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 | $7,884 | $48,053-83.6% | $84,628-90.7% | $72,975-89.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 12.74% | 37.39%-24.6pp | 258.80%-246.1pp | 81.01%-68.3pp |
| Employer contribution / active EE | $1,410 | $1,602-11.9% | $2,653-46.8% | $2,440-42.2% |
| Participant deferral / active EE | $2,840 | $2,681+6.0% | $3,900-27.2% | $3,608-21.3% |
| Admin fee / account holder | $1,553 | $3,395-54.3% | $4,914-68.4% | $5,124-69.7% |