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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 | $6,509 | $77,638-91.6% | $156,552-95.8% | $62,881-89.6% |
| Participation rate | 93.4% | 71.2%+22.2pp | 84.0%+9.4pp | 69.3%+24.1pp |
| Annual return | 3.99% | 50.33%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,193 | $3,444-65.4% | $5,501-78.3% | $2,281-47.7% |
| Participant deferral / active EE | $967 | $3,046-68.2% | $4,871-80.1% | $3,203-69.8% |
| Admin fee / account holder | $702 | $5,561-87.4% | $13,028-94.6% | $4,296-83.7% |