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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 | $7,786 | $81,358-90.4% | $155,556-95.0% | $80,959-90.4% |
| Participation rate | 88.6% | 66.3%+22.4pp | 78.2%+10.4pp | 67.7%+21.0pp |
| Annual return | 8.00% | 33.39%-25.4pp | 64.84%-56.8pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,031 | $3,106-66.8% | $4,675-77.9% | $2,757-62.6% |
| Participant deferral / active EE | $1,634 | $3,455-52.7% | $5,631-71.0% | $4,300-62.0% |
| Admin fee / account holder | $545 | $7,994-93.2% | $15,885-96.6% | $6,925-92.1% |