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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 | $8,330 | $48,053-82.7% | $84,637-90.2% | $72,976-88.6% |
| Participation rate | 80.5% | 57.6%+22.9pp | 68.2%+12.2pp | 69.5%+11.0pp |
| Annual return | 15.64% | 37.39%-21.7pp | 258.82%-243.2pp | 81.02%-65.4pp |
| Employer contribution / active EE | $555 | $1,602-65.3% | $2,653-79.1% | $2,440-77.2% |
| Participant deferral / active EE | $975 | $2,681-63.6% | $3,900-75.0% | $3,608-73.0% |
| Admin fee / account holder | $370 | $3,395-89.1% | $4,914-92.5% | $5,124-92.8% |