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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 | $8,322 | $111,830-92.6% | $93,696-91.1% | $145,884-94.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 5.17% | 204.08%-198.9pp | 133.74%-128.6pp | 551.85%-546.7pp |
| Employer contribution / active EE | $997 | $3,093-67.8% | $2,422-58.8% | $4,662-78.6% |
| Participant deferral / active EE | $3,059 | $4,920-37.8% | $4,417-30.7% | $6,690-54.3% |
| Admin fee / account holder | $10,961 | $10,249+6.9% | $8,287+32.3% | $13,392-18.2% |