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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 | $9,426 | $72,272-87.0% | $101,264-90.7% | $79,858-88.2% |
| Participation rate | 87.1% | 68.5%+18.6pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 10.31% | 22.30%-12.0pp | 46.48%-36.2pp | 31.72%-21.4pp |
| Employer contribution / active EE | $5,687 | $2,692+111.3% | $3,660+55.4% | $2,471+130.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $786 | $4,401-82.1% | $5,947-86.8% | $5,306-85.2% |