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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 | $7,823 | $48,284-83.8% | $67,524-88.4% | $80,911-90.3% |
| Participation rate | 74.4% | 66.4%+8.0pp | 72.9%+1.5pp | 67.6%+6.7pp |
| Annual return | 9.98% | 18.27%-8.3pp | 3519.41%-3509.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $979 | $2,021-51.6% | $2,734-64.2% | $2,756-64.5% |
| Participant deferral / active EE | $1,645 | $2,927-43.8% | $4,001-58.9% | $4,297-61.7% |
| Admin fee / account holder | $698 | $3,688-81.1% | $4,001-82.6% | $6,935-89.9% |