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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 | $81,276-93.1% | $155,574-96.4% | $80,925-93.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.7%+27.6pp |
| Annual return | 8.44% | 33.36%-24.9pp | 64.87%-56.4pp | 35.65%-27.2pp |
| Employer contribution / active EE | $410 | $3,103-86.8% | $4,676-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $919 | $3,453-73.4% | $5,629-83.7% | $4,299-78.6% |
| Admin fee / account holder | $2,943 | $7,993-63.2% | $15,914-81.5% | $6,940-57.6% |