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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 | $97,125-97.1% | $86,233-96.7% | $137,256-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.66% | 74.19%-66.5pp | 61.39%-53.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,617 | $2,841-43.1% | $2,504-35.4% | $4,156-61.1% |
| Participant deferral / active EE | $2,007 | $5,180-61.2% | $4,559-56.0% | $6,407-68.7% |
| Admin fee / account holder | $3,555 | $9,725-63.4% | $8,342-57.4% | $12,270-71.0% |