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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 | $2,961 | $88,754-96.7% | $81,820-96.4% | $145,877-98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.10% | 1031.77%-1025.7pp | 777.93%-771.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,686 | $3,085-45.4% | $2,915-42.2% | $4,663-63.8% |
| Participant deferral / active EE | $2,833 | $4,648-39.0% | $4,323-34.5% | $6,691-57.7% |
| Admin fee / account holder | $7,708 | $8,424-8.5% | $7,391+4.3% | $13,402-42.5% |