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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 | $10,348 | $91,167-88.6% | $178,498-94.2% | $79,858-87.0% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 5.93% | 24.19%-18.3pp | 151.09%-145.2pp | 31.72%-25.8pp |
| Employer contribution / active EE | $1,048 | $3,255-67.8% | $5,011-79.1% | $2,471-57.6% |
| Participant deferral / active EE | $1,154 | $3,236-64.3% | $5,202-77.8% | $3,740-69.2% |
| Admin fee / account holder | $3,051 | $6,747-54.8% | $13,985-78.2% | $5,306-42.5% |