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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 | $6,532 | $100,139-93.5% | $85,187-92.3% | $145,884-95.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.60% | 84.15%-82.5pp | 66.67%-65.1pp | 551.85%-550.2pp |
| Employer contribution / active EE | $443 | $3,238-86.3% | $2,732-83.8% | $4,662-90.5% |
| Participant deferral / active EE | $3,470 | $5,296-34.5% | $4,525-23.3% | $6,690-48.1% |
| Admin fee / account holder | $3,285 | $7,262-54.8% | $6,162-46.7% | $13,392-75.5% |