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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 | $4,430 | $71,197-93.8% | $93,669-95.3% | $80,925-94.5% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.7%+25.4pp |
| Annual return | 9.42% | 11.27%-1.8pp | 133.59%-124.2pp | 35.65%-26.2pp |
| Employer contribution / active EE | $2,069 | $1,565+32.2% | $2,424-14.6% | $2,756-24.9% |
| Participant deferral / active EE | $2,814 | $4,036-30.3% | $4,416-36.3% | $4,299-34.5% |
| Admin fee / account holder | $19,108 | $6,959+174.6% | $8,291+130.5% | $6,940+175.3% |