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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 | $108,882-97.4% | $96,754-97.1% | $154,746-98.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 7.66% | 98.39%-90.7pp | 82.04%-74.4pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,617 | $3,018-46.4% | $2,679-39.7% | $4,379-63.1% |
| Participant deferral / active EE | $2,007 | $5,323-62.3% | $4,758-57.8% | $6,730-70.2% |
| Admin fee / account holder | $3,555 | $10,200-65.1% | $8,905-60.1% | $14,365-75.3% |