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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 | $6,519 | $81,358-92.0% | $155,556-95.8% | $80,959-91.9% |
| Participation rate | 80.8% | 66.3%+14.5pp | 78.2%+2.5pp | 67.7%+13.1pp |
| Annual return | 8.23% | 33.39%-25.2pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $456 | $3,106-85.3% | $4,675-90.3% | $2,757-83.5% |
| Participant deferral / active EE | $932 | $3,455-73.0% | $5,631-83.4% | $4,300-78.3% |
| Admin fee / account holder | $3,209 | $7,994-59.9% | $15,885-79.8% | $6,925-53.7% |