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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 | $5,440 | $57,541-90.5% | $95,759-94.3% | $75,177-92.8% |
| Participation rate | 85.2% | 62.5%+22.7pp | 72.3%+12.9pp | 67.2%+18.0pp |
| Annual return | 12.08% | 34.93%-22.9pp | 28.42%-16.3pp | 160.75%-148.7pp |
| Employer contribution / active EE | $804 | $1,808-55.5% | $2,836-71.7% | $2,671-69.9% |
| Participant deferral / active EE | $2,295 | $3,074-25.3% | $4,244-45.9% | $4,126-44.4% |
| Admin fee / account holder | $644 | $4,099-84.3% | $5,678-88.7% | $5,651-88.6% |