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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 | $8,572 | $110,410-92.2% | $102,437-91.6% | $145,897-94.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.14% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,284 | $4,217-69.6% | $3,871-66.8% | $4,663-72.5% |
| Participant deferral / active EE | $1,965 | $5,622-65.1% | $5,060-61.2% | $6,689-70.6% |
| Admin fee / account holder | $6,952 | $9,745-28.7% | $8,388-17.1% | $13,390-48.1% |