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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 | $81,331-90.0% | $155,534-94.8% | $80,935-89.9% |
| Participation rate | 74.0% | 66.3%+7.7pp | 78.2%-4.2pp | 67.7%+6.3pp |
| Annual return | 8.53% | 33.37%-24.8pp | 64.92%-56.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $441 | $3,105-85.8% | $4,675-90.6% | $2,757-84.0% |
| Participant deferral / active EE | $1,151 | $3,454-66.7% | $5,630-79.6% | $4,299-73.2% |
| Admin fee / account holder | $998 | $7,999-87.5% | $15,900-93.7% | $6,924-85.6% |