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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 | $11,573 | $85,171-86.4% | $172,753-93.3% | $72,976-84.1% |
| Participation rate | 93.8% | 70.1%+23.8pp | 82.6%+11.2pp | 69.5%+24.3pp |
| Annual return | 12.59% | 27.32%-14.7pp | 803.00%-790.4pp | 81.02%-68.4pp |
| Employer contribution / active EE | $1,254 | $3,324-62.3% | $5,144-75.6% | $2,440-48.6% |
| Participant deferral / active EE | $918 | $3,260-71.8% | $5,198-82.3% | $3,608-74.6% |
| Admin fee / account holder | $1,667 | $5,880-71.7% | $13,956-88.1% | $5,124-67.5% |