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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 | $11,011 | $95,406-88.5% | $185,849-94.1% | $85,847-87.2% |
| Participation rate | 77.4% | 68.8%+8.7pp | 81.7%-4.3pp | 69.3%+8.1pp |
| Annual return | 11.04% | 23.59%-12.5pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $438 | $3,314-86.8% | $5,169-91.5% | $2,565-82.9% |
| Participant deferral / active EE | $1,489 | $3,424-56.5% | $5,569-73.3% | $3,952-62.3% |
| Admin fee / account holder | $7,668 | $7,214+6.3% | $16,244-52.8% | $6,261+22.5% |