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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 | $3,015 | $68,097-95.6% | $62,929-95.2% | $137,256-97.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.34% | 1859.11%-1850.8pp | 1063.93%-1055.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $925 | $2,811-67.1% | $2,505-63.1% | $4,156-77.7% |
| Participant deferral / active EE | $1,611 | $4,553-64.6% | $3,888-58.6% | $6,407-74.9% |
| Admin fee / account holder | $5,800 | $6,521-11.1% | $5,065+14.5% | $12,270-52.7% |