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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 | $8,858 | $84,236-89.5% | $170,439-94.8% | $70,124-87.4% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 10.47% | 23.06%-12.6pp | 205.94%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $888 | $3,387-73.8% | $5,433-83.6% | $2,342-62.1% |
| Participant deferral / active EE | $1,500 | $3,086-51.4% | $4,939-69.6% | $3,332-55.0% |
| Admin fee / account holder | $2,226 | $5,698-60.9% | $13,881-84.0% | $4,645-52.1% |