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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 | $8,288 | $77,638-89.3% | $156,551-94.7% | $62,881-86.8% |
| Participation rate | 89.4% | 71.2%+18.2pp | 84.0%+5.3pp | 69.3%+20.1pp |
| Annual return | 4.08% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $844 | $3,444-75.5% | $5,501-84.7% | $2,281-63.0% |
| Participant deferral / active EE | $840 | $3,046-72.4% | $4,871-82.8% | $3,203-73.8% |
| Admin fee / account holder | $2,715 | $5,561-51.2% | $13,028-79.2% | $4,296-36.8% |