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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 | $3,692 | $114,119-96.8% | $107,187-96.6% | $138,895-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.91% | 273.21%-268.3pp | 204.55%-199.6pp | 145.39%-140.5pp |
| Employer contribution / active EE | $1,923 | $4,059-52.6% | $3,782-49.2% | $4,194-54.2% |
| Participant deferral / active EE | $3,823 | $5,538-31.0% | $5,096-25.0% | $6,396-40.2% |
| Admin fee / account holder | $12,567 | $10,024+25.4% | $9,162+37.2% | $12,5620% |