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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 | $617 | $97,125-99.4% | $86,233-99.3% | $137,256-99.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 6.29% | 74.19%-67.9pp | 61.39%-55.1pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,055 | $2,841-62.9% | $2,504-57.9% | $4,156-74.6% |
| Participant deferral / active EE | $1,244 | $5,180-76.0% | $4,559-72.7% | $6,407-80.6% |
| Admin fee / account holder | $507 | $9,725-94.8% | $8,342-93.9% | $12,270-95.9% |