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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 | $9,876 | $86,922-88.6% | $102,438-90.4% | $80,874-87.8% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 8.66% | 18.90%-10.2pp | 29.37%-20.7pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,509 | $2,369-36.3% | $3,024-50.1% | $2,756-45.3% |
| Participant deferral / active EE | $2,120 | $4,119-48.5% | $5,054-58.1% | $4,297-50.7% |
| Admin fee / account holder | $1,057 | $8,050-86.9% | $9,448-88.8% | $6,935-84.8% |