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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 | $6,971 | $141,004-95.1% | $112,273-93.8% | $139,456-95.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.10% | 32.75%-25.6pp | 30.23%-23.1pp | 373.45%-366.3pp |
| Employer contribution / active EE | $2,000 | $4,285-53.3% | $3,431-41.7% | $4,753-57.9% |
| Participant deferral / active EE | $2,500 | $5,878-57.5% | $4,800-47.9% | $6,711-62.8% |
| Admin fee / account holder | $9,090 | $9,959-8.7% | $7,752+17.3% | $11,407-20.3% |