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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 | $9,275 | $99,011-90.6% | $86,582-89.3% | $147,586-93.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 8.41% | 1312.75%-1304.3pp | 965.08%-956.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,352 | $3,132-56.8% | $2,839-52.4% | $4,876-72.3% |
| Participant deferral / active EE | $2,011 | $3,972-49.4% | $3,609-44.3% | $5,439-63.0% |
| Admin fee / account holder | $29,425 | $5,709+415.4% | $4,904+500.0% | $10,886+170.3% |