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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 | $9,416 | $63,346-85.1% | $92,240-89.8% | $70,126-86.6% |
| Participation rate | 75.7% | 68.7%+7.0pp | 76.5%-0.8pp | 69.5%+6.1pp |
| Annual return | 7.32% | 530.19%-522.9pp | 176.29%-169.0pp | 73.15%-65.8pp |
| Employer contribution / active EE | $1,832 | $2,471-25.9% | $3,680-50.2% | $2,343-21.8% |
| Participant deferral / active EE | $2,193 | $2,854-23.2% | $3,897-43.7% | $3,332-34.2% |
| Admin fee / account holder | $616 | $3,841-84.0% | $5,194-88.1% | $4,645-86.7% |