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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 | $9,401 | $77,901-87.9% | $149,717-93.7% | $75,181-87.5% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.4pp |
| Annual return | 12.85% | 31.73%-18.9pp | 134.41%-121.6pp | 160.69%-147.8pp |
| Employer contribution / active EE | $1,278 | $3,137-59.3% | $4,820-73.5% | $2,671-52.1% |
| Participant deferral / active EE | $3,133 | $3,411-8.2% | $5,682-44.9% | $4,126-24.1% |
| Admin fee / account holder | $324 | $5,949-94.6% | $13,213-97.5% | $5,650-94.3% |