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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 | $6,724 | $111,535-94.0% | $105,223-93.6% | $137,256-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.33% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,224 | $3,939-68.9% | $3,689-66.8% | $4,156-70.6% |
| Participant deferral / active EE | $2,193 | $5,500-60.1% | $5,072-56.8% | $6,407-65.8% |
| Admin fee / account holder | $2,310 | $9,721-76.2% | $8,859-73.9% | $12,270-81.2% |