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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 | $9,083 | $78,690-88.5% | $161,489-94.4% | $87,485-89.6% |
| Participation rate | 95.7% | 67.5%+28.2pp | 78.7%+17.0pp | 68.9%+26.7pp |
| Annual return | 10.45% | 32.74%-22.3pp | 89.72%-79.3pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,264 | $2,588-51.2% | $4,268-70.4% | $2,596-51.3% |
| Participant deferral / active EE | $1,706 | $3,311-48.5% | $5,630-69.7% | $4,274-60.1% |
| Admin fee / account holder | $2,653 | $6,724-60.5% | $16,006-83.4% | $7,775-65.9% |