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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 | $2,680 | $165,584-98.4% | $142,942-98.1% | $137,256-98.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 4.03% | 164.22%-160.2pp | 113.70%-109.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $658 | $4,725-86.1% | $4,139-84.1% | $4,156-84.2% |
| Participant deferral / active EE | $5,886 | $8,194-28.2% | $7,128-17.4% | $6,407-8.1% |
| Admin fee / account holder | $13,785 | $16,167-14.7% | $12,475+10.5% | $12,270+12.3% |