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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 | $8,020 | $77,920-89.7% | $149,723-94.6% | $75,177-89.3% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 9.96% | 31.72%-21.8pp | 134.50%-124.5pp | 160.75%-150.8pp |
| Employer contribution / active EE | $405 | $3,138-87.1% | $4,821-91.6% | $2,671-84.8% |
| Participant deferral / active EE | $1,090 | $3,411-68.1% | $5,682-80.8% | $4,126-73.6% |
| Admin fee / account holder | $2,618 | $5,951-56.0% | $13,215-80.2% | $5,651-53.7% |