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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 | $8,393 | $80,812-89.6% | $160,784-94.8% | $82,448-89.8% |
| Participation rate | 93.6% | 66.2%+27.4pp | 77.0%+16.7pp | 68.1%+25.5pp |
| Annual return | 11.38% | 100.59%-89.2pp | 1803.92%-1792.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,102 | $2,174-49.3% | $3,733-70.5% | $2,551-56.8% |
| Participant deferral / active EE | $1,839 | $4,335-57.6% | $6,293-70.8% | $4,139-55.6% |
| Admin fee / account holder | $392 | $7,695-94.9% | $9,717-96.0% | $7,234-94.6% |