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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 | $7,572 | $48,570-84.4% | $130,660-94.2% | $72,975-89.6% |
| Participation rate | 92.3% | 58.6%+33.7pp | 71.7%+20.6pp | 69.5%+22.8pp |
| Annual return | 4.67% | 38.63%-34.0pp | 1709.29%-1704.6pp | 81.01%-76.3pp |
| Employer contribution / active EE | $1,401 | $1,334+5.0% | $4,092-65.8% | $2,440-42.6% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $315 | $3,549-91.1% | $5,463-94.2% | $5,124-93.8% |