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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 | $4,233 | $81,331-94.8% | $155,534-97.3% | $80,935-94.8% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 8.85% | 33.37%-24.5pp | 64.92%-56.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,142 | $3,105-63.2% | $4,675-75.6% | $2,757-58.6% |
| Participant deferral / active EE | $1,397 | $3,454-59.6% | $5,630-75.2% | $4,299-67.5% |
| Admin fee / account holder | $1,795 | $7,999-77.6% | $15,900-88.7% | $6,924-74.1% |