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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 | $4,120 | $99,053-95.8% | $88,179-95.3% | $138,895-97.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 6.14% | 78.17%-72.0pp | 64.97%-58.8pp | 145.39%-139.3pp |
| Employer contribution / active EE | $1,277 | $2,882-55.7% | $2,549-49.9% | $4,194-69.6% |
| Participant deferral / active EE | $1,903 | $5,225-63.6% | $4,614-58.8% | $6,396-70.2% |
| Admin fee / account holder | $3,120 | $8,748-64.3% | $7,673-59.3% | $12,562-75.2% |