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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 | $6,105 | $60,128-89.8% | $90,440-93.2% | $79,852-92.4% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.6pp |
| Annual return | 4.71% | 71.95%-67.2pp | 1294.38%-1289.7pp | 31.72%-27.0pp |
| Employer contribution / active EE | $963 | $2,068-53.4% | $3,263-70.5% | $2,471-61.0% |
| Participant deferral / active EE | $1,773 | $2,939-39.7% | $3,964-55.3% | $3,740-52.6% |
| Admin fee / account holder | $2,755 | $3,977-30.7% | $5,615-50.9% | $5,306-48.1% |