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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 | $8,154 | $81,233-90.0% | $155,567-94.8% | $80,874-89.9% |
| Participation rate | 74.0% | 66.2%+7.7pp | 78.2%-4.2pp | 67.6%+6.3pp |
| Annual return | 8.53% | 33.33%-24.8pp | 64.74%-56.2pp | 35.62%-27.1pp |
| Employer contribution / active EE | $441 | $3,101-85.8% | $4,674-90.6% | $2,756-84.0% |
| Participant deferral / active EE | $1,151 | $3,452-66.7% | $5,628-79.6% | $4,297-73.2% |
| Admin fee / account holder | $998 | $7,998-87.5% | $15,916-93.7% | $6,935-85.6% |