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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 | $2,334 | $156,963-98.5% | $121,204-98.1% | $139,466-98.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 8.88% | 1476.75%-1467.9pp | 987.18%-978.3pp | 373.66%-364.8pp |
| Employer contribution / active EE | $696 | $5,544-87.4% | $4,170-83.3% | $4,754-85.4% |
| Participant deferral / active EE | $1,044 | $4,848-78.5% | $4,083-74.4% | $6,712-84.5% |
| Admin fee / account holder | $449 | $6,953-93.5% | $5,651-92.1% | $11,409-96.1% |