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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 | $5,761 | $88,137-93.5% | $164,975-96.5% | $74,429-92.3% |
| Participation rate | 97.6% | 73.1%+24.5pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 10.72% | 17.13%-6.4pp | 70.12%-59.4pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $2,489 | $2,597-4.2% | $4,343-42.7% | $2,625-5.2% |
| Participant deferral / active EE | $2,279 | $4,501-49.4% | $6,033-62.2% | $4,348-47.6% |
| Admin fee / account holder | $506 | $2,231-77.3% | $12,688-96.0% | $1,944-74.0% |