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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 | $5,614 | $81,358-93.1% | $155,556-96.4% | $80,959-93.1% |
| Participation rate | 95.2% | 66.3%+29.0pp | 78.2%+17.0pp | 67.7%+27.6pp |
| Annual return | 8.44% | 33.39%-24.9pp | 64.84%-56.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $410 | $3,106-86.8% | $4,675-91.2% | $2,757-85.1% |
| Participant deferral / active EE | $919 | $3,455-73.4% | $5,631-83.7% | $4,300-78.6% |
| Admin fee / account holder | $2,943 | $7,994-63.2% | $15,885-81.5% | $6,925-57.5% |