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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 | $2,808 | $99,053-97.2% | $88,179-96.8% | $138,895-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 7.66% | 78.17%-70.5pp | 64.97%-57.3pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,617 | $2,882-43.9% | $2,549-36.6% | $4,194-61.5% |
| Participant deferral / active EE | $2,007 | $5,225-61.6% | $4,614-56.5% | $6,396-68.6% |
| Admin fee / account holder | $3,555 | $8,748-59.4% | $7,673-53.7% | $12,562-71.7% |