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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 | $8,646 | $77,449-88.8% | $69,483-87.6% | $152,909-94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.72% | 39.09%-37.4pp | 28.99%-27.3pp | 345.46%-343.7pp |
| Employer contribution / active EE | $1,605 | $3,316-51.6% | $2,780-42.3% | $4,764-66.3% |
| Participant deferral / active EE | $2,082 | $4,415-52.8% | $3,537-41.1% | $5,851-64.4% |
| Admin fee / account holder | $4,745 | $6,210-23.6% | $3,841+23.5% | $11,601-59.1% |