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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 | $5,368 | $60,128-91.1% | $90,440-94.1% | $79,852-93.3% |
| Participation rate | 87.2% | 65.0%+22.2pp | 72.7%+14.5pp | 69.6%+17.6pp |
| Annual return | 5.17% | 71.95%-66.8pp | 1294.38%-1289.2pp | 31.72%-26.6pp |
| Employer contribution / active EE | $770 | $2,068-62.8% | $3,263-76.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,726 | $2,939-41.3% | $3,964-56.5% | $3,740-53.9% |
| Admin fee / account holder | $5,008 | $3,977+25.9% | $5,615-10.8% | $5,306-5.6% |