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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 | $8,333 | $73,107-88.6% | $114,563-92.7% | $87,485-90.5% |
| Participation rate | 97.1% | 65.8%+31.4pp | 72.9%+24.2pp | 68.9%+28.2pp |
| Annual return | 9.06% | 19.47%-10.4pp | 241.09%-232.0pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,970 | $1,881+4.7% | $2,592-24.0% | $2,596-24.1% |
| Participant deferral / active EE | $3,212 | $3,144+2.2% | $4,142-22.5% | $4,274-24.8% |
| Admin fee / account holder | $5,043 | $5,770-12.6% | $7,623-33.8% | $7,775-35.1% |