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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 | $9,180 | $69,590-86.8% | $136,867-93.3% | $94,015-90.2% |
| Participation rate | 77.6% | 66.3%+11.3pp | 74.5%+3.0pp | 70.8%+6.8pp |
| Annual return | 4.58% | 19.62%-15.0pp | 42.97%-38.4pp | 17.84%-13.3pp |
| Employer contribution / active EE | $695 | $2,396-71.0% | $3,547-80.4% | $2,790-75.1% |
| Participant deferral / active EE | $2,961 | $3,437-13.8% | $4,924-39.9% | $4,249-30.3% |
| Admin fee / account holder | $523 | $8,912-94.1% | $10,340-94.9% | $8,951-94.2% |