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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 | $8,309 | $106,267-92.2% | $96,520-91.4% | $139,456-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.74% | 38.45%-31.7pp | 35.72%-29.0pp | 373.45%-366.7pp |
| Employer contribution / active EE | $1,896 | $4,105-53.8% | $3,739-49.3% | $4,753-60.1% |
| Participant deferral / active EE | $12,143 | $5,454+122.6% | $4,879+148.9% | $6,711+80.9% |
| Admin fee / account holder | $349 | $7,882-95.6% | $6,733-94.8% | $11,407-96.9% |