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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 | $3,457 | $99,053-96.5% | $88,179-96.1% | $138,895-97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.13% | 78.17%-69.0pp | 64.97%-55.8pp | 145.39%-136.3pp |
| Employer contribution / active EE | $971 | $2,882-66.3% | $2,549-61.9% | $4,194-76.9% |
| Participant deferral / active EE | $2,244 | $5,225-57.1% | $4,614-51.4% | $6,396-64.9% |
| Admin fee / account holder | $1,217 | $8,748-86.1% | $7,673-84.1% | $12,562-90.3% |