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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 | $2,144 | $88,702-97.6% | $81,780-97.4% | $145,978-98.5% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 7.34% | 1029.12%-1021.8pp | 776.27%-768.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $1,116 | $3,084-63.8% | $2,914-61.7% | $4,662-76.1% |
| Participant deferral / active EE | $1,240 | $4,645-73.3% | $4,321-71.3% | $6,690-81.5% |
| Admin fee / account holder | $608 | $8,414-92.8% | $7,384-91.8% | $13,400-95.5% |