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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 | $10,655 | $85,171-87.5% | $172,752-93.8% | $72,975-85.4% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 13.72% | 27.32%-13.6pp | 802.97%-789.2pp | 81.01%-67.3pp |
| Employer contribution / active EE | $1,492 | $3,324-55.1% | $5,144-71.0% | $2,440-38.8% |
| Participant deferral / active EE | $1,486 | $3,260-54.4% | $5,198-71.4% | $3,608-58.8% |
| Admin fee / account holder | $672 | $5,880-88.6% | $13,955-95.2% | $5,124-86.9% |