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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 | $47,479-84.5% | $62,929-88.3% | $82,448-91.1% |
| Participation rate | 95.6% | 66.9%+28.7pp | 73.1%+22.4pp | 68.1%+27.5pp |
| Annual return | 10.34% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $441 | $1,885-76.6% | $2,505-82.4% | $2,551-82.7% |
| Participant deferral / active EE | $1,577 | $2,870-45.0% | $3,888-59.4% | $4,139-61.9% |
| Admin fee / account holder | $4,186 | $3,804+10.1% | $5,065-17.3% | $7,234-42.1% |