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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 | $10,300 | $86,050-88.0% | $189,758-94.6% | $94,015-89.0% |
| Participation rate | 81.8% | 68.9%+12.9pp | 79.8%+2.0pp | 70.8%+11.0pp |
| Annual return | 9.40% | 17.77%-8.4pp | 52.62%-43.2pp | 17.84%-8.4pp |
| Employer contribution / active EE | $546 | $2,819-80.6% | $4,767-88.5% | $2,790-80.4% |
| Participant deferral / active EE | $1,875 | $3,349-44.0% | $5,856-68.0% | $4,249-55.9% |
| Admin fee / account holder | $956 | $6,627-85.6% | $20,388-95.3% | $8,951-89.3% |