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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 | $8,915 | $111,785-92.0% | $93,669-90.5% | $145,877-93.9% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+14.9pp |
| Annual return | 7.60% | 203.79%-196.2pp | 133.59%-126.0pp | 551.28%-543.7pp |
| Employer contribution / active EE | $791 | $3,096-74.4% | $2,424-67.4% | $4,663-83.0% |
| Participant deferral / active EE | $2,315 | $4,919-52.9% | $4,416-47.6% | $6,691-65.4% |
| Admin fee / account holder | $3,225 | $10,256-68.5% | $8,291-61.1% | $13,402-75.9% |