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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 | $8,623 | $74,535-88.4% | $100,712-91.4% | $82,637-89.6% |
| Participation rate | 94.1% | 61.2%+32.9pp | 69.3%+24.8pp | 68.1%+26.1pp |
| Annual return | 12.18% | 18.92%-6.7pp | 33.27%-21.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,031 | $1,503-31.4% | $2,313-55.4% | $2,552-59.6% |
| Participant deferral / active EE | $1,247 | $3,074-59.4% | $4,085-69.5% | $4,126-69.8% |
| Admin fee / account holder | $2,809 | $6,576-57.3% | $9,256-69.7% | $7,339-61.7% |