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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 | $7,343 | $48,011-84.7% | $63,803-88.5% | $82,637-91.1% |
| Participation rate | 95.6% | 66.6%+29.0pp | 72.7%+22.9pp | 68.1%+27.5pp |
| Annual return | 10.34% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $441 | $1,904-76.8% | $2,532-82.6% | $2,552-82.7% |
| Participant deferral / active EE | $1,577 | $2,846-44.6% | $3,843-59.0% | $4,126-61.8% |
| Admin fee / account holder | $4,186 | $3,873+8.1% | $5,196-19.4% | $7,339-43.0% |