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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 | $4,420 | $100,139-95.6% | $85,187-94.8% | $145,884-97.0% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 5.39% | 84.15%-78.8pp | 66.67%-61.3pp | 551.85%-546.5pp |
| Employer contribution / active EE | $1,048 | $3,238-67.6% | $2,732-61.7% | $4,662-77.5% |
| Participant deferral / active EE | $2,056 | $5,296-61.2% | $4,525-54.6% | $6,690-69.3% |
| Admin fee / account holder | $374 | $7,262-94.8% | $6,162-93.9% | $13,392-97.2% |