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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 | $86,050-89.4% | $189,758-95.2% | $94,015-90.3% |
| Participation rate | 95.7% | 68.9%+26.8pp | 79.8%+15.9pp | 70.8%+24.8pp |
| Annual return | 10.45% | 17.77%-7.3pp | 52.62%-42.2pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,264 | $2,819-55.2% | $4,767-73.5% | $2,790-54.7% |
| Participant deferral / active EE | $1,706 | $3,349-49.1% | $5,856-70.9% | $4,249-59.9% |
| Admin fee / account holder | $2,653 | $6,627-60.0% | $20,388-87.0% | $8,951-70.4% |