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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 | $3,952 | $111,535-96.5% | $105,223-96.2% | $137,256-97.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.71% | 237.85%-229.1pp | 180.65%-171.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,546 | $3,939-60.8% | $3,689-58.1% | $4,156-62.8% |
| Participant deferral / active EE | $2,694 | $5,500-51.0% | $5,072-46.9% | $6,407-58.0% |
| Admin fee / account holder | $1,851 | $9,721-81.0% | $8,859-79.1% | $12,270-84.9% |