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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 | $4,861 | $107,733-95.5% | $92,985-94.8% | $154,746-96.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | -0.80% | 30.39%-31.2pp | 27.99%-28.8pp | 172.34%-173.1pp |
| Employer contribution / active EE | $1,101 | $3,126-64.8% | $2,662-58.6% | $4,379-74.9% |
| Participant deferral / active EE | $1,691 | $5,053-66.5% | $4,377-61.4% | $6,730-74.9% |
| Admin fee / account holder | $1,328 | $11,369-88.3% | $9,463-86.0% | $14,365-90.8% |