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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 | $1,304 | $174,379-99.3% | $152,093-99.1% | $138,895-99.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.50% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,192 | $4,652-74.4% | $4,175-71.4% | $4,194-71.6% |
| Participant deferral / active EE | $2,188 | $6,159-64.5% | $5,451-59.9% | $6,396-65.8% |
| Admin fee / account holder | $9,383 | $16,880-44.4% | $14,497-35.3% | $12,562-25.3% |