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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 | $7,526 | $117,444-93.6% | $99,479-92.4% | $152,909-95.1% |
| Participation rate | 95.8% | 77.5%+18.3pp | 73.8%+22.0pp | 82.5%+13.4pp |
| Annual return | 2.53% | 31.87%-29.3pp | 30.72%-28.2pp | 345.46%-342.9pp |
| Employer contribution / active EE | $3,565 | $3,014+18.3% | $2,540+40.3% | $4,764-25.2% |
| Participant deferral / active EE | $774 | $4,086-81.1% | $3,619-78.6% | $5,851-86.8% |
| Admin fee / account holder | $306 | $7,635-96.0% | $6,253-95.1% | $11,601-97.4% |