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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 | $3,655 | $114,093-96.8% | $96,171-96.2% | $167,536-97.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 6.43% | 190.00%-183.6pp | 192.04%-185.6pp | 478.82%-472.4pp |
| Employer contribution / active EE | $880 | $3,429-74.3% | $2,799-68.6% | $4,839-81.8% |
| Participant deferral / active EE | $1,266 | $5,197-75.6% | $4,350-70.9% | $6,342-80.0% |
| Admin fee / account holder | $2,894 | $6,899-58.1% | $5,538-47.7% | $12,315-76.5% |