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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 | $8,136 | $81,233-90.0% | $155,567-94.8% | $80,874-89.9% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 6.67% | 33.33%-26.7pp | 64.74%-58.1pp | 35.62%-29.0pp |
| Employer contribution / active EE | $526 | $3,101-83.0% | $4,674-88.7% | $2,756-80.9% |
| Participant deferral / active EE | $1,357 | $3,452-60.7% | $5,628-75.9% | $4,297-68.4% |
| Admin fee / account holder | $5,174 | $7,998-35.3% | $15,916-67.5% | $6,935-25.4% |